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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 | $78,309 | $106,524-26.5% | $152,301-48.6% | $87,485-10.5% |
| Participation rate | 69.8% | 75.8%-6.0pp | 82.4%-12.7pp | 68.9%+0.8pp |
| Annual return | 17.61% | 26.89%-9.3pp | 80.50%-62.9pp | 26.06%-8.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,516 | $6,525-0.1% | $8,004-18.6% | $4,274+52.5% |
| Admin fee / account holder | $1,170 | $8,287-85.9% | $14,398-91.9% | $7,775-84.9% |