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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 | $80,578 | $43,333+85.9% | $59,883+34.6% | $64,186+25.5% |
| Participation rate | 68.3% | 69.2%-0.9pp | 74.7%-6.4pp | 69.6%-1.3pp |
| Annual return | 8.87% | -1.55%+10.4pp | 3.46%+5.4pp | 7.63%+1.2pp |
| Employer contribution / active EE | $0 | $2,029-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,245 | $2,547-11.8% | $3,402-34.0% | $3,470-35.3% |
| Admin fee / account holder | $8,783 | $3,006+192.2% | $3,591+144.6% | $4,888+79.7% |