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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 | $55,618 | $78,520-29.2% | $96,576-42.4% | $82,448-32.5% |
| Participation rate | 68.6% | 77.7%-9.1pp | 81.4%-12.8pp | 68.1%+0.6pp |
| Annual return | 29.40% | 41.30%-11.9pp | 38.47%-9.1pp | 41.64%-12.2pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,764 | $6,754+89.0% | $7,956+60.4% | $4,139+208.4% |
| Admin fee / account holder | $13,294 | $13,455-1.2% | $11,381+16.8% | $7,234+83.8% |