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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 | $74,483 | $81,358-8.5% | $155,556-52.1% | $80,959-8.0% |
| Participation rate | 63.6% | 66.3%-2.6pp | 78.2%-14.6pp | 67.7%-4.0pp |
| Annual return | 10.68% | 33.39%-22.7pp | 64.84%-54.2pp | 35.67%-25.0pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,615 | $3,455+91.4% | $5,631+17.5% | $4,300+53.8% |
| Admin fee / account holder | $5,212 | $7,994-34.8% | $15,885-67.2% | $6,925-24.7% |