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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 | $78,971 | $123,793-36.2% | $177,840-55.6% | $79,852-1.1% |
| Participation rate | 65.6% | 84.7%-19.1pp | 87.7%-22.1pp | 69.6%-4.1pp |
| Annual return | 15.36% | 22.82%-7.5pp | 48.32%-33.0pp | 31.72%-16.4pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,155 | $5,956+3.3% | $7,714-20.2% | $3,740+64.6% |
| Admin fee / account holder | $7,063 | $7,243-2.5% | $12,431-43.2% | $5,306+33.1% |