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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 | $124,425-36.5% | $112,040-29.4% | $137,256-42.4% |
| Participation rate | 64.7% | 79.3%-14.6pp | 76.5%-11.8pp | 80.0%-15.3pp |
| Annual return | 11.10% | 24.72%-13.6pp | 24.52%-13.4pp | 220.34%-209.2pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,804 | $5,718-16.0% | $5,098-5.8% | $6,407-25.0% |
| Admin fee / account holder | $13,911 | $15,207-8.5% | $12,098+15.0% | $12,270+13.4% |