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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 | $136,860-42.2% | $120,344-34.3% | $154,746-48.9% |
| Participation rate | 64.7% | 79.9%-15.2pp | 76.7%-12.0pp | 80.7%-16.0pp |
| Annual return | 11.10% | 21.38%-10.3pp | 20.30%-9.2pp | 172.34%-161.2pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,804 | $5,793-17.1% | $5,135-6.4% | $6,730-28.6% |
| Admin fee / account holder | $13,911 | $15,393-9.6% | $12,742+9.2% | $14,365-3.2% |