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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 | $71,513 | $93,064-23.2% | $74,577-4.1% | $273,972-73.9% |
| Participation rate | 56.3% | 74.9%-18.7pp | 68.1%-11.9pp | 83.0%-26.8pp |
| Annual return | 8.13% | 26.18%-18.0pp | 20.47%-12.3pp | 41.46%-33.3pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,999 | $4,160+92.3% | $3,458+131.3% | $5,287+51.3% |
| Admin fee / account holder | $426 | $5,273-91.9% | $4,138-89.7% | $10,133-95.8% |