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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 | $60,273 | $57,061+5.6% | $85,063-29.1% | $80,911-25.5% |
| Participation rate | 31.9% | 56.3%-24.5pp | 67.5%-35.6pp | 67.6%-35.8pp |
| Annual return | 20.97% | 21.66%-0.7pp | 66.54%-45.6pp | 35.63%-14.7pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,899 | $3,110+25.4% | $4,523-13.8% | $4,297-9.3% |
| Admin fee / account holder | $1,219 | $4,986-75.6% | $6,155-80.2% | $6,935-82.4% |