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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 | $78,194 | $93,598-16.5% | $135,974-42.5% | $75,173+4.0% |
| Participation rate | 68.9% | 75.2%-6.3pp | 81.9%-13.0pp | 67.2%+1.7pp |
| Annual return | 23.02% | 30.89%-7.9pp | 68.30%-45.3pp | 160.72%-137.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $11,516 | $6,405+79.8% | $7,760+48.4% | $4,126+179.1% |
| Admin fee / account holder | $10,684 | $6,978+53.1% | $10,767-0.8% | $5,651+89.1% |