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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 | $92,355 | $96,558-4.4% | $80,977+14.1% | $273,972-66.3% |
| Participation rate | 42.9% | 79.1%-36.2pp | 75.8%-33.0pp | 83.0%-40.2pp |
| Annual return | 6.64% | 15.14%-8.5pp | 17.11%-10.5pp | 41.46%-34.8pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,195 | $6,598+9.1% | $5,696+26.3% | $5,287+36.1% |
| Admin fee / account holder | $32,652 | $7,493+335.8% | $5,517+491.9% | $10,133+222.2% |