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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 | $58,821 | $60,349-2.5% | $74,184-20.7% | $62,881-6.5% |
| Participation rate | 62.2% | 72.7%-10.6pp | 76.6%-14.5pp | 69.3%-7.1pp |
| Annual return | 4.86% | 21.38%-16.5pp | 17.74%-12.9pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,411 | $2,856+19.4% | $3,550-3.9% | $3,203+6.5% |
| Admin fee / account holder | $34,937 | $4,261+720.0% | $5,586+525.5% | $4,296+713.3% |