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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 | $109,782-37.7% | $260,467-73.7% | $94,015-27.2% |
| Participation rate | 65.9% | 67.2%-1.3pp | 80.5%-14.6pp | 70.8%-5.0pp |
| Annual return | 18.99% | 18.60%+0.4pp | 100.60%-81.6pp | 17.84%+1.1pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $4,239-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,699 | $4,044+40.9% | $6,319-9.8% | $4,249+34.1% |
| Admin fee / account holder | $3,798 | $11,958-68.2% | $15,461-75.4% | $8,951-57.6% |