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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 | $59,671 | $67,602-11.7% | $82,312-27.5% | $70,126-14.9% |
| Participation rate | 45.2% | 72.8%-27.6pp | 76.9%-31.7pp | 69.5%-24.4pp |
| Annual return | 14.27% | 21.57%-7.3pp | 25.88%-11.6pp | 73.15%-58.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,430 | $2,987-18.7% | $3,706-34.4% | $3,332-27.1% |
| Admin fee / account holder | $1,001 | $4,512-77.8% | $5,608-82.1% | $4,645-78.5% |