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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 | $73,800 | $67,411+9.5% | $91,004-18.9% | $70,126+5.2% |
| Participation rate | 68.3% | 71.4%-3.1pp | 75.6%-7.3pp | 69.5%-1.3pp |
| Annual return | 22.06% | -40.16%+62.2pp | 4.60%+17.5pp | 73.15%-51.1pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,189 | $2,823-22.5% | $3,548-38.3% | $3,332-34.3% |
| Admin fee / account holder | $4,063 | $4,236-4.1% | $5,417-25.0% | $4,645-12.5% |