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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 | $94,407 | $91,559+3.1% | $133,959-29.5% | $79,858+18.2% |
| Participation rate | 60.7% | 73.3%-12.7pp | 79.8%-19.2pp | 69.6%-9.0pp |
| Annual return | 15.64% | 61.85%-46.2pp | 45.09%-29.5pp | 31.72%-16.1pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,973 | $3,734-47.2% | $5,047-60.9% | $3,740-47.3% |
| Admin fee / account holder | $4,726 | $6,321-25.2% | $8,928-47.1% | $5,306-10.9% |