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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 | $89,707 | $109,359-18.0% | $162,185-44.7% | $72,976+22.9% |
| Participation rate | 61.0% | 84.3%-23.3pp | 87.6%-26.6pp | 69.5%-8.5pp |
| Annual return | 21.76% | 25.46%-3.7pp | 115.61%-93.8pp | 81.02%-59.3pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,084 | $5,481-25.5% | $7,297-44.0% | $3,608+13.2% |
| Admin fee / account holder | $366 | $7,972-95.4% | $10,844-96.6% | $5,124-92.9% |