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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 | $86,578 | $98,240-11.9% | $82,312+5.2% | $147,586-41.3% |
| Participation rate | 69.2% | 79.7%-10.5pp | 76.9%-7.7pp | 82.8%-13.6pp |
| Annual return | 10.75% | 30.85%-20.1pp | 25.88%-15.1pp | 578.59%-567.8pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,080 | $4,383-29.7% | $3,706-16.9% | $5,439-43.4% |
| Admin fee / account holder | $3,321 | $8,563-61.2% | $5,608-40.8% | $10,886-69.5% |