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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 | $81,779 | $86,949-5.9% | $102,460-20.2% | $80,959+1.0% |
| Participation rate | 69.2% | 72.4%-3.2pp | 76.5%-7.3pp | 67.7%+1.6pp |
| Annual return | 11.78% | 18.89%-7.1pp | 29.47%-17.7pp | 35.67%-23.9pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,945 | $4,121-28.5% | $5,056-41.8% | $4,300-31.5% |
| Admin fee / account holder | $2,563 | $8,048-68.1% | $9,460-72.9% | $6,925-63.0% |