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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 | $74,535+10.6% | $100,712-18.1% | $82,637-0.2% |
| Participation rate | 69.0% | 61.2%+7.8pp | 69.3%-0.3pp | 68.1%+0.9pp |
| Annual return | 16.19% | 18.92%-2.7pp | 33.27%-17.1pp | 53.51%-37.3pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,542 | $3,074+80.3% | $4,085+35.7% | $4,126+34.3% |
| Admin fee / account holder | $14,844 | $6,576+125.7% | $9,256+60.4% | $7,339+102.3% |