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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 | $37,648 | $41,377-9.0% | $109,313-65.6% | $62,881-40.1% |
| Participation rate | 60.0% | 57.5%+2.5pp | 71.3%-11.3pp | 69.3%-9.3pp |
| Annual return | 5.39% | 11.05%-5.7pp | 22.07%-16.7pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,510 | $2,045+71.6% | $3,166+10.8% | $3,203+9.6% |
| Admin fee / account holder | $1,956 | $2,884-32.2% | $5,666-65.5% | $4,296-54.5% |