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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,522 | $77,574-2.6% | $108,753-30.6% | $86,983-13.2% |
| Participation rate | 27.5% | 62.3%-34.8pp | 71.1%-43.5pp | 69.5%-42.0pp |
| Annual return | 11.71% | 18.42%-6.7pp | 37.47%-25.8pp | 25.83%-14.1pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,385 | $3,128-23.8% | $4,115-42.0% | $4,194-43.1% |
| Admin fee / account holder | $2,770 | $6,529-57.6% | $10,320-73.2% | $7,856-64.7% |