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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 | $68,606 | $123,793-44.6% | $177,827-61.4% | $79,858-14.1% |
| Participation rate | 66.7% | 84.7%-18.0pp | 87.7%-21.1pp | 69.6%-3.0pp |
| Annual return | 18.62% | 22.82%-4.2pp | 48.32%-29.7pp | 31.72%-13.1pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,826 | $5,956+48.2% | $7,713+14.4% | $3,740+136.0% |
| Admin fee / account holder | $1,796 | $7,243-75.2% | $12,429-85.6% | $5,306-66.2% |