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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 | $92,271 | $93,064-0.9% | $74,577+23.7% | $273,972-66.3% |
| Participation rate | 62.5% | 74.9%-12.4pp | 68.1%-5.6pp | 83.0%-20.5pp |
| Annual return | 7.11% | 26.18%-19.1pp | 20.47%-13.4pp | 41.46%-34.3pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,480 | $4,160-16.4% | $3,458+0.6% | $5,287-34.2% |
| Admin fee / account holder | $1,671 | $5,273-68.3% | $4,138-59.6% | $10,133-83.5% |