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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 | $97,583 | $93,598+4.3% | $135,974-28.2% | $75,173+29.8% |
| Participation rate | 63.2% | 75.2%-12.0pp | 81.9%-18.8pp | 67.2%-4.0pp |
| Annual return | 16.29% | 30.89%-14.6pp | 68.30%-52.0pp | 160.72%-144.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,404 | $6,405+15.6% | $7,760-4.6% | $4,126+79.4% |
| Admin fee / account holder | $2,484 | $6,978-64.4% | $10,767-76.9% | $5,651-56.0% |