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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 | $77,795 | $61,605+26.3% | $112,273-30.7% | $75,173+3.5% |
| Participation rate | 69.8% | 61.7%+8.1pp | 72.4%-2.7pp | 67.2%+2.6pp |
| Annual return | 27.32% | 28.47%-1.1pp | 30.23%-2.9pp | 160.72%-133.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,431-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,471 | $3,108+11.7% | $4,800-27.7% | $4,126-15.9% |
| Admin fee / account holder | $27,448 | $4,862+464.5% | $7,752+254.1% | $5,651+385.8% |