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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 | $56,707 | $108,825-47.9% | $156,181-63.7% | $82,448-31.2% |
| Participation rate | 68.2% | 72.4%-4.2pp | 78.8%-10.6pp | 68.1%+0.1pp |
| Annual return | 14.66% | 20.59%-5.9pp | 64.87%-50.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,114 | $4,577-10.1% | $6,132-32.9% | $4,139-0.6% |
| Admin fee / account holder | $27,692 | $9,341+196.5% | $14,586+89.9% | $7,234+282.8% |