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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 | $89,293 | $71,878+24.2% | $86,698+3.0% | $68,486+30.4% |
| Participation rate | 68.5% | 72.2%-3.7pp | 76.6%-8.1pp | 67.9%+0.6pp |
| Annual return | -15.14% | 3.53%-18.7pp | 35.95%-51.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,515 | $3,779+19.5% | $4,656-3.0% | $4,028+12.1% |
| Admin fee / account holder | $4,539 | $6,113-25.7% | $7,493-39.4% | $5,404-16.0% |