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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 | $94,210 | $91,760+2.7% | $156,181-39.7% | $67,986+38.6% |
| Participation rate | 66.7% | 65.0%+1.7pp | 78.8%-12.2pp | 57.2%+9.5pp |
| Annual return | 12.83% | 18.14%-5.3pp | 64.87%-52.0pp | 31.67%-18.8pp |
| Employer contribution / active EE | $0 | $2,419-100.0% | $4,294-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,655 | $3,960-33.0% | $6,132-56.7% | $3,358-20.9% |
| Admin fee / account holder | $2,373 | $3,949-39.9% | $14,586-83.7% | $3,203-25.9% |