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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 | $75,699 | $65,582+15.4% | $64,101+18.1% | $71,511+5.9% |
| Participation rate | 26.5% | 73.2%-46.7pp | 72.3%-45.8pp | 67.9%-41.5pp |
| Annual return | 12.33% | 18.96%-6.6pp | 33.72%-21.4pp | 28.86%-16.5pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $2,749-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,736 | $3,628-52.1% | $3,881-55.3% | $4,291-59.5% |
| Admin fee / account holder | $11,311 | $616+1735.2% | $3,070+268.4% | $1,588+612.1% |