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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 | $61,286 | $93,598-34.5% | $135,974-54.9% | $75,173-18.5% |
| Participation rate | 64.8% | 75.2%-10.4pp | 81.9%-17.1pp | 67.2%-2.4pp |
| Annual return | 19.67% | 30.89%-11.2pp | 68.30%-48.6pp | 160.72%-141.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,470 | $6,405-14.6% | $7,760-29.5% | $4,126+32.6% |
| Admin fee / account holder | $5,341 | $6,978-23.4% | $10,767-50.4% | $5,651-5.5% |