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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 | $75,354 | $93,598-19.5% | $135,974-44.6% | $75,173+0.2% |
| Participation rate | 69.7% | 75.2%-5.5pp | 81.9%-12.2pp | 67.2%+2.5pp |
| Annual return | 20.80% | 30.89%-10.1pp | 68.30%-47.5pp | 160.72%-139.9pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,250 | $6,405+60.0% | $7,760+32.1% | $4,126+148.4% |
| Admin fee / account holder | $7,991 | $6,978+14.5% | $10,767-25.8% | $5,651+41.4% |