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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 | $69,607 | $72,492-4.0% | $87,104-20.1% | $72,975-4.6% |
| Participation rate | 38.2% | 72.8%-34.6pp | 76.9%-38.7pp | 69.5%-31.3pp |
| Annual return | 29.69% | 24.46%+5.2pp | 28.19%+1.5pp | 81.01%-51.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,944 | $3,270-9.9% | $4,048-27.3% | $3,608-18.4% |
| Admin fee / account holder | $10,838 | $5,055+114.4% | $7,491+44.7% | $5,124+111.5% |