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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 | $85,679 | $76,551+11.9% | $123,894-30.8% | $62,881+36.3% |
| Participation rate | 62.7% | 73.0%-10.2pp | 81.4%-18.7pp | 69.3%-6.6pp |
| Annual return | 9.54% | 18.68%-9.1pp | 47.52%-38.0pp | 20.14%-10.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,133 | $4,840-14.6% | $5,984-30.9% | $3,203+29.0% |
| Admin fee / account holder | $983 | $4,826-79.6% | $8,357-88.2% | $4,296-77.1% |