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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 | $61,597 | $112,729-45.4% | $98,716-37.6% | $137,256-55.1% |
| Participation rate | 68.4% | 74.2%-5.8pp | 69.3%-0.9pp | 80.0%-11.5pp |
| Annual return | 17.02% | 38.48%-21.5pp | 31.81%-14.8pp | 220.34%-203.3pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,177 | $4,640+11.6% | $4,048+27.9% | $6,407-19.2% |
| Admin fee / account holder | $720 | $10,129-92.9% | $8,703-91.7% | $12,270-94.1% |