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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 | $76,010 | $65,712+15.7% | $57,196+32.9% | $273,972-72.3% |
| Participation rate | 63.6% | 78.3%-14.7pp | 75.3%-11.7pp | 83.0%-19.4pp |
| Annual return | 6.04% | 22.01%-16.0pp | 14.59%-8.6pp | 41.46%-35.4pp |
| Employer contribution / active EE | $2,669 | $3,280-18.6% | $2,683-0.5% | $4,869-45.2% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,087 | $4,838-36.2% | $3,141-1.7% | $10,133-69.5% |