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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 | $33,289 | $71,215-53.3% | $93,696-64.5% | $80,935-58.9% |
| Participation rate | 61.1% | 60.4%+0.7pp | 68.7%-7.6pp | 67.7%-6.6pp |
| Annual return | 22.77% | 11.27%+11.5pp | 133.74%-111.0pp | 35.66%-12.9pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,847 | $4,037+44.8% | $4,417+32.4% | $4,299+36.0% |
| Admin fee / account holder | $5,485 | $6,958-21.2% | $8,287-33.8% | $6,924-20.8% |