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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 | $60,511 | $39,132+54.6% | $57,196+5.8% | $62,881-3.8% |
| Participation rate | 64.0% | 70.5%-6.5pp | 75.3%-11.3pp | 69.3%-5.3pp |
| Annual return | 8.31% | 9.24%-0.9pp | 14.59%-6.3pp | 20.14%-11.8pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,002 | $2,374+110.7% | $3,096+61.5% | $3,203+56.2% |
| Admin fee / account holder | $1,986 | $2,594-23.4% | $3,141-36.8% | $4,296-53.8% |