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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 | $93,589-16.4% | $135,942-42.5% | $75,181+4.0% |
| Participation rate | 68.9% | 75.2%-6.3pp | 81.9%-13.0pp | 67.2%+1.7pp |
| Annual return | 23.02% | 30.90%-7.9pp | 68.28%-45.3pp | 160.69%-137.7pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $11,516 | $6,405+79.8% | $7,759+48.4% | $4,126+179.1% |
| Admin fee / account holder | $10,684 | $6,977+53.1% | $10,764-0.7% | $5,650+89.1% |