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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 | $68,435 | $90,400-24.3% | $186,193-63.2% | $87,485-21.8% |
| Participation rate | 65.9% | 66.2%-0.3pp | 77.1%-11.3pp | 68.9%-3.1pp |
| Annual return | 18.99% | 22.15%-3.2pp | 78.03%-59.0pp | 26.06%-7.1pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,699 | $4,330+31.6% | $6,513-12.5% | $4,274+33.4% |
| Admin fee / account holder | $3,798 | $8,673-56.2% | $11,058-65.6% | $7,775-51.1% |