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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 | $36,522 | $64,359-43.3% | $90,161-59.5% | $70,126-47.9% |
| Participation rate | 69.2% | 70.4%-1.2pp | 76.9%-7.6pp | 69.5%-0.3pp |
| Annual return | 16.06% | 28.13%-12.1pp | 34.89%-18.8pp | 73.15%-57.1pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,130 | $4,389-28.7% | $5,287-40.8% | $3,332-6.0% |
| Admin fee / account holder | $1,836 | $3,945-53.5% | $5,943-69.1% | $4,645-60.5% |