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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 | $79,057 | $167,415-52.8% | $140,514-43.7% | $198,609-60.2% |
| Participation rate | 64.7% | 80.9%-16.2pp | 77.8%-13.1pp | 82.4%-17.7pp |
| Annual return | 11.10% | 13.85%-2.8pp | 14.36%-3.3pp | 202.70%-191.6pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,804 | $5,579-13.9% | $4,919-2.3% | $6,977-31.1% |
| Admin fee / account holder | $13,911 | $16,730-16.9% | $13,697+1.6% | $19,030-26.9% |