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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 | $66,079 | $43,344+52.5% | $59,899+10.3% | $64,173+3.0% |
| Participation rate | 25.6% | 69.2%-43.5pp | 74.7%-49.1pp | 69.6%-44.0pp |
| Annual return | -2.79% | -1.55%-1.2pp | 3.46%-6.2pp | 7.63%-10.4pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,156 | $2,547-54.6% | $3,402-66.0% | $3,470-66.7% |
| Admin fee / account holder | $1,708 | $3,008-43.2% | $3,592-52.5% | $4,887-65.1% |