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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 | $86,651 | $63,355+36.8% | $91,994-5.8% | $72,983+18.7% |
| Participation rate | 66.7% | 72.5%-5.9pp | 78.6%-12.0pp | 69.5%-2.8pp |
| Annual return | 20.56% | 35.35%-14.8pp | 69.03%-48.5pp | 81.01%-60.4pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,901 | $4,883+0.4% | $5,923-17.3% | $3,608+35.9% |
| Admin fee / account holder | $26,342 | $4,668+464.3% | $7,743+240.2% | $5,124+414.1% |