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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 | $87,947 | $80,992+8.6% | $96,534-8.9% | $75,173+17.0% |
| Participation rate | 58.3% | 71.8%-13.5pp | 76.0%-17.6pp | 67.2%-8.9pp |
| Annual return | 12.93% | 27.05%-14.1pp | 25.88%-13.0pp | 160.72%-147.8pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,014 | $3,929-23.3% | $4,851-37.9% | $4,126-26.9% |
| Admin fee / account holder | $19,570 | $6,717+191.4% | $8,253+137.1% | $5,651+246.3% |