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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 | $78,702 | $83,045-5.2% | $130,045-39.5% | $71,511+10.1% |
| Participation rate | 42.8% | 74.1%-31.4pp | 78.5%-35.7pp | 67.9%-25.2pp |
| Annual return | 21.40% | 20.61%+0.8pp | -137.30%+158.7pp | 28.86%-7.5pp |
| Employer contribution / active EE | $0 | $2,623-100.0% | $4,321-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $4,764 | $4,436+7.4% | $5,820-18.1% | $4,291+11.0% |
| Admin fee / account holder | $2,021 | $1,727+17.0% | $10,600-80.9% | $1,588+27.2% |