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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 | $77,896+0.4% | $134,172-41.7% | $82,448-5.2% |
| Participation rate | 65.9% | 62.8%+3.1pp | 72.5%-6.6pp | 68.1%-2.2pp |
| Annual return | 15.19% | 18.21%-3.0pp | 25.30%-10.1pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,058 | $3,162+60.0% | $4,690+7.8% | $4,139+22.2% |
| Admin fee / account holder | $22,471 | $6,336+254.6% | $12,016+87.0% | $7,234+210.6% |