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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 | $58,224 | $51,184+13.8% | $66,439-12.4% | $86,983-33.1% |
| Participation rate | 62.9% | 68.5%-5.6pp | 74.5%-11.6pp | 69.5%-6.6pp |
| Annual return | 18.19% | 17.07%+1.1pp | 757.66%-739.5pp | 25.83%-7.6pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,592 | $2,927-11.5% | $3,876-33.1% | $4,194-38.2% |
| Admin fee / account holder | $455 | $4,154-89.0% | $6,173-92.6% | $7,856-94.2% |