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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 | $76,086 | $67,602+12.6% | $82,312-7.6% | $70,126+8.5% |
| Participation rate | 65.1% | 72.8%-7.7pp | 76.9%-11.8pp | 69.5%-4.4pp |
| Annual return | 19.05% | 21.57%-2.5pp | 25.88%-6.8pp | 73.15%-54.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,277 | $2,987+9.7% | $3,706-11.6% | $3,332-1.6% |
| Admin fee / account holder | $2,755 | $4,512-38.9% | $5,608-50.9% | $4,645-40.7% |