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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 | $63,626 | $56,287+13.0% | $80,977-21.4% | $62,881+1.2% |
| Participation rate | 46.7% | 68.9%-22.3pp | 75.8%-29.1pp | 69.3%-22.6pp |
| Annual return | 10.40% | 22.13%-11.7pp | 17.11%-6.7pp | 20.14%-9.7pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,070 | $4,196+44.7% | $5,696+6.6% | $3,203+89.5% |
| Admin fee / account holder | $604 | $3,742-83.9% | $5,517-89.1% | $4,296-85.9% |