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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 | $86,920 | $81,358+6.8% | $155,556-44.1% | $80,959+7.4% |
| Participation rate | 64.4% | 66.3%-1.8pp | 78.2%-13.8pp | 67.7%-3.2pp |
| Annual return | 16.88% | 33.39%-16.5pp | 64.84%-48.0pp | 35.67%-18.8pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,286 | $3,455+24.0% | $5,631-23.9% | $4,300-0.3% |
| Admin fee / account holder | $7,714 | $7,994-3.5% | $15,885-51.4% | $6,925+11.4% |