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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 | $77,574+3.6% | $108,753-26.1% | $86,983-7.6% |
| Participation rate | 50.0% | 62.3%-12.3pp | 71.1%-21.1pp | 69.5%-19.5pp |
| Annual return | 14.90% | 18.42%-3.5pp | 37.47%-22.6pp | 25.83%-10.9pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,177 | $3,128+33.5% | $4,115+1.5% | $4,194-0.4% |
| Admin fee / account holder | $3,862 | $6,529-40.9% | $10,320-62.6% | $7,856-50.8% |