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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 | $79,613 | $123,793-35.7% | $177,827-55.2% | $79,858-0.3% |
| Participation rate | 60.7% | 84.7%-23.9pp | 87.7%-27.0pp | 69.6%-8.9pp |
| Annual return | 19.66% | 22.82%-3.2pp | 48.32%-28.7pp | 31.72%-12.1pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,854 | $5,956-35.3% | $7,713-50.0% | $3,740+3.0% |
| Admin fee / account holder | $3,609 | $7,243-50.2% | $12,429-71.0% | $5,306-32.0% |