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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 | $64,388 | $76,371-15.7% | $93,621-31.2% | $72,976-11.8% |
| Participation rate | 66.7% | 71.8%-5.1pp | 75.8%-9.2pp | 69.5%-2.8pp |
| Annual return | 19.07% | 25.82%-6.7pp | 32.76%-13.7pp | 81.02%-61.9pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,268 | $3,538+20.6% | $4,070+4.9% | $3,608+18.3% |
| Admin fee / account holder | $13,963 | $6,839+104.2% | $7,890+77.0% | $5,124+172.5% |