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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 | $71,214 | $65,361+9.0% | $92,903-23.3% | $72,983-2.4% |
| Participation rate | 12.3% | 68.3%-56.0pp | 76.0%-63.7pp | 69.5%-57.2pp |
| Annual return | 21.25% | 42.11%-20.9pp | 109.43%-88.2pp | 81.01%-59.8pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,918 | $3,128-38.7% | $4,238-54.7% | $3,608-46.8% |
| Admin fee / account holder | $8,076 | $4,251+90.0% | $5,795+39.4% | $5,124+57.6% |