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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 | $79,711 | $69,590+14.5% | $136,867-41.8% | $94,015-15.2% |
| Participation rate | 57.1% | 66.3%-9.2pp | 74.5%-17.4pp | 70.8%-13.7pp |
| Annual return | 12.03% | 19.62%-7.6pp | 42.97%-30.9pp | 17.84%-5.8pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,505 | $3,437+31.1% | $4,924-8.5% | $4,249+6.0% |
| Admin fee / account holder | $611 | $8,912-93.1% | $10,340-94.1% | $8,951-93.2% |