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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 | $89,350 | $116,203-23.1% | $93,621-4.6% | $152,909-41.6% |
| Participation rate | 69.6% | 78.1%-8.5pp | 75.8%-6.3pp | 82.5%-12.9pp |
| Annual return | 11.74% | 35.96%-24.2pp | 32.76%-21.0pp | 345.46%-333.7pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,933 | $4,605+7.1% | $4,070+21.2% | $5,851-15.7% |
| Admin fee / account holder | $12,104 | $10,751+12.6% | $7,890+53.4% | $11,601+4.3% |