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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 | $26,034 | $59,813-56.5% | $79,580-67.3% | $68,486-62.0% |
| Participation rate | 37.3% | 61.1%-23.8pp | 69.5%-32.2pp | 67.9%-30.6pp |
| Annual return | 82.78% | -12.30%+95.1pp | 0.15%+82.6pp | -7.85%+90.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,802 | $3,024-7.4% | $3,985-29.7% | $4,028-30.4% |
| Admin fee / account holder | $4,418 | $4,835-8.6% | $6,835-35.4% | $5,404-18.2% |