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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 | $37,751 | $63,082-40.2% | $81,716-53.8% | $79,852-52.7% |
| Participation rate | 59.3% | 67.5%-8.3pp | 72.0%-12.7pp | 69.6%-10.4pp |
| Annual return | 12.55% | 22.66%-10.1pp | 29.49%-16.9pp | 31.72%-19.2pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,875 | $2,780-32.6% | $7,108-73.6% | $3,740-49.9% |
| Admin fee / account holder | $4,720 | $4,428+6.6% | $5,159-8.5% | $5,306-11.1% |