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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 | $78,859 | $72,486+8.8% | $87,103-9.5% | $72,976+8.1% |
| Participation rate | 54.1% | 72.8%-18.8pp | 76.9%-22.8pp | 69.5%-15.4pp |
| Annual return | 19.45% | 24.46%-5.0pp | 28.19%-8.7pp | 81.02%-61.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,134 | $3,270+57.0% | $4,049+26.8% | $3,608+42.3% |
| Admin fee / account holder | $4,941 | $5,055-2.3% | $7,491-34.0% | $5,124-3.6% |