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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 | $73,092 | $54,757+33.5% | $90,304-19.1% | $72,975+0.2% |
| Participation rate | 61.4% | 65.2%-3.7pp | 73.3%-11.8pp | 69.5%-8.0pp |
| Annual return | 19.85% | 30.63%-10.8pp | 78.13%-58.3pp | 81.01%-61.2pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,114 | $2,887+7.9% | $3,885-19.8% | $3,608-13.7% |
| Admin fee / account holder | $4,455 | $3,973+12.1% | $5,354-16.8% | $5,124-13.1% |