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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 | $82,455 | $77,574+6.3% | $108,753-24.2% | $86,983-5.2% |
| Participation rate | 69.0% | 62.3%+6.7pp | 71.1%-2.1pp | 69.5%-0.6pp |
| Annual return | 16.19% | 18.42%-2.2pp | 37.47%-21.3pp | 25.83%-9.6pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,542 | $3,128+77.2% | $4,115+34.7% | $4,194+32.1% |
| Admin fee / account holder | $14,844 | $6,529+127.4% | $10,320+43.8% | $7,856+89.0% |