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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 | $88,644 | $104,650-15.3% | $83,854+5.7% | $155,188-42.9% |
| Participation rate | 68.2% | 65.1%+3.1pp | 59.1%+9.1pp | 80.8%-12.6pp |
| Annual return | 15.08% | 28.97%-13.9pp | 31.39%-16.3pp | 148.84%-133.8pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,954 | $2,367+24.8% | $2,035+45.1% | $6,531-54.8% |
| Admin fee / account holder | $4,945 | $3,518+40.6% | $3,197+54.7% | $14,480-65.8% |