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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 | $81,248 | $76,371+6.4% | $93,621-13.2% | $72,976+11.3% |
| Participation rate | 62.2% | 71.8%-9.6pp | 75.8%-13.7pp | 69.5%-7.3pp |
| Annual return | 21.25% | 25.82%-4.6pp | 32.76%-11.5pp | 81.02%-59.8pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,472 | $3,538-58.4% | $4,070-63.8% | $3,608-59.2% |
| Admin fee / account holder | $10,290 | $6,839+50.4% | $7,890+30.4% | $5,124+100.8% |