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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 | $70,225 | $93,055-24.5% | $153,741-54.3% | $80,959-13.3% |
| Participation rate | 69.7% | 69.0%+0.7pp | 77.1%-7.4pp | 67.7%+2.0pp |
| Annual return | 12.37% | 19.97%-7.6pp | 15.71%-3.3pp | 35.67%-23.3pp |
| Employer contribution / active EE | $0 | $3,504-100.0% | $5,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,112 | $5,172+37.5% | $6,757+5.3% | $4,300+65.4% |
| Admin fee / account holder | $8,391 | $8,881-5.5% | $12,749-34.2% | $6,925+21.2% |