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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 | $78,176 | $81,403-4.0% | $147,027-46.8% | $87,485-10.6% |
| Participation rate | 65.9% | 63.4%+2.4pp | 73.7%-7.9pp | 68.9%-3.1pp |
| Annual return | 15.19% | 16.51%-1.3pp | 20.23%-5.0pp | 26.06%-10.9pp |
| Employer contribution / active EE | $0 | $2,205-100.0% | $3,626-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,058 | $3,315+52.6% | $4,933+2.5% | $4,274+18.4% |
| Admin fee / account holder | $22,471 | $6,755+232.7% | $12,223+83.8% | $7,775+189.0% |