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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 | $60,428 | $45,087+34.0% | $69,483-13.0% | $72,976-17.2% |
| Participation rate | 62.8% | 68.5%-5.7pp | 74.6%-11.8pp | 69.5%-6.7pp |
| Annual return | 0.00% | 22.67%-22.7pp | 28.99%-29.0pp | 81.02%-81.0pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,993 | $2,603-23.4% | $3,537-43.6% | $3,608-44.8% |
| Admin fee / account holder | $807 | $3,057-73.6% | $3,841-79.0% | $5,124-84.2% |