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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 | $58,836 | $57,140+3.0% | $85,240-31.0% | $80,959-27.3% |
| Participation rate | 55.9% | 56.4%-0.5pp | 67.5%-11.6pp | 67.7%-11.8pp |
| Annual return | 12.47% | 21.71%-9.2pp | 66.75%-54.3pp | 35.67%-23.2pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,639 | $3,115+209.4% | $4,527+112.9% | $4,300+124.1% |
| Admin fee / account holder | $3,171 | $4,992-36.5% | $6,165-48.6% | $6,925-54.2% |