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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 | $38,444 | $57,057-32.6% | $85,009-54.8% | $80,874-52.5% |
| Participation rate | 65.0% | 56.4%+8.6pp | 67.5%-2.5pp | 67.6%-2.6pp |
| Annual return | 11.50% | 21.66%-10.2pp | 66.47%-55.0pp | 35.62%-24.1pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,747 | $3,112-43.9% | $4,522-61.4% | $4,297-59.4% |
| Admin fee / account holder | $3,409 | $4,986-31.6% | $6,153-44.6% | $6,935-50.8% |