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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 | $41,620 | $77,962-46.6% | $178,540-76.7% | $80,935-48.6% |
| Participation rate | 69.9% | 65.7%+4.2pp | 77.1%-7.2pp | 67.7%+2.2pp |
| Annual return | 14.83% | 18.10%-3.3pp | 27.15%-12.3pp | 35.66%-20.8pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,732 | $4,404-60.7% | $6,281-72.4% | $4,299-59.7% |
| Admin fee / account holder | $679 | $7,156-90.5% | $10,424-93.5% | $6,924-90.2% |