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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 | $80,388 | $74,535+7.9% | $100,712-20.2% | $82,637-2.7% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.3%-19.3pp | 68.1%-18.1pp |
| Annual return | 14.90% | 18.92%-4.0pp | 33.27%-18.4pp | 53.51%-38.6pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,177 | $3,074+35.9% | $4,085+2.2% | $4,126+1.2% |
| Admin fee / account holder | $3,862 | $6,576-41.3% | $9,256-58.3% | $7,339-47.4% |