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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 | $84,746 | $93,345-9.2% | $119,126-28.9% | $87,485-3.1% |
| Participation rate | 46.5% | 68.7%-22.2pp | 75.8%-29.2pp | 68.9%-22.4pp |
| Annual return | 13.20% | 19.08%-5.9pp | 282.11%-268.9pp | 26.06%-12.9pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,024 | $4,099+22.6% | $5,318-5.5% | $4,274+17.6% |
| Admin fee / account holder | $8,463 | $8,039+5.3% | $10,693-20.9% | $7,775+8.8% |