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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 | $70,713 | $89,652-21.1% | $141,177-49.9% | $65,185+8.5% |
| Participation rate | 60.6% | 74.7%-14.1pp | 82.5%-21.9pp | 70.2%-9.6pp |
| Annual return | 29.03% | 32.79%-3.8pp | 71.40%-42.4pp | 29.38%-0.4pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $7,773 | $5,691+36.6% | $6,710+15.8% | $3,514+121.2% |
| Admin fee / account holder | $5,326 | $569+836.8% | $10,263-48.1% | $847+528.7% |