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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 | $57,073+3.1% | $85,126-30.9% | $80,925-27.3% |
| Participation rate | 55.9% | 56.4%-0.5pp | 67.5%-11.6pp | 67.7%-11.8pp |
| Annual return | 12.47% | 21.69%-9.2pp | 66.63%-54.2pp | 35.65%-23.2pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,639 | $3,113+209.6% | $4,523+113.1% | $4,299+124.2% |
| Admin fee / account holder | $3,171 | $4,988-36.4% | $6,160-48.5% | $6,940-54.3% |