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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 | $81,328 | $86,949-6.5% | $102,460-20.6% | $80,959+0.5% |
| Participation rate | 45.0% | 72.4%-27.4pp | 76.5%-31.5pp | 67.7%-22.7pp |
| Annual return | 17.47% | 18.89%-1.4pp | 29.47%-12.0pp | 35.67%-18.2pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,894 | $4,121+18.8% | $5,056-3.2% | $4,300+13.8% |
| Admin fee / account holder | $2,143 | $8,048-73.4% | $9,460-77.3% | $6,925-69.1% |