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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 | $73,951 | $60,349+22.5% | $74,184-0.3% | $62,881+17.6% |
| Participation rate | 44.0% | 72.7%-28.7pp | 76.6%-32.6pp | 69.3%-25.3pp |
| Annual return | 8.05% | 21.38%-13.3pp | 17.74%-9.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,892 | $2,856+1.3% | $3,550-18.5% | $3,203-9.7% |
| Admin fee / account holder | $316 | $4,261-92.6% | $5,586-94.3% | $4,296-92.6% |