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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 | $31,600 | $41,377-23.6% | $109,313-71.1% | $62,881-49.7% |
| Participation rate | 63.5% | 57.5%+5.9pp | 71.3%-7.8pp | 69.3%-5.8pp |
| Annual return | 6.87% | 11.05%-4.2pp | 22.07%-15.2pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,143 | $2,045-44.1% | $3,166-63.9% | $3,203-64.3% |
| Admin fee / account holder | $845 | $2,884-70.7% | $5,666-85.1% | $4,296-80.3% |