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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 | $89,532 | $86,949+3.0% | $102,460-12.6% | $80,959+10.6% |
| Participation rate | 43.1% | 72.4%-29.2pp | 76.5%-33.4pp | 67.7%-24.5pp |
| Annual return | 16.08% | 18.89%-2.8pp | 29.47%-13.4pp | 35.67%-19.6pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,887 | $4,121-5.7% | $5,056-23.1% | $4,300-9.6% |
| Admin fee / account holder | $407 | $8,048-94.9% | $9,460-95.7% | $6,925-94.1% |