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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 | $26,578 | $81,457-67.4% | $103,378-74.3% | $80,911-67.2% |
| Participation rate | 65.4% | 66.8%-1.5pp | 74.5%-9.1pp | 67.6%-2.3pp |
| Annual return | 35.06% | 25.58%+9.5pp | 24.91%+10.2pp | 35.63%-0.6pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,689 | $3,871-30.5% | $5,058-46.8% | $4,297-37.4% |
| Admin fee / account holder | $1,329 | $6,717-80.2% | $8,401-84.2% | $6,935-80.8% |