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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 | $96,381 | $89,367+7.8% | $141,191-31.7% | $72,975+32.1% |
| Participation rate | 66.7% | 75.1%-8.5pp | 82.5%-15.8pp | 69.5%-2.8pp |
| Annual return | 23.66% | 111.87%-88.2pp | 71.41%-47.8pp | 81.01%-57.4pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,368 | $5,419+17.5% | $6,710-5.1% | $3,608+76.5% |
| Admin fee / account holder | $322 | $5,957-94.6% | $10,264-96.9% | $5,124-93.7% |