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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 | $97,916 | $118,488-17.4% | $98,462-0.6% | $139,487-29.8% |
| Participation rate | 69.2% | 77.5%-8.2pp | 75.2%-5.9pp | 80.3%-11.1pp |
| Annual return | 15.32% | 18.96%-3.6pp | 21.17%-5.9pp | 373.84%-358.5pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,897 | $5,393-9.2% | $4,738+3.3% | $6,713-27.0% |
| Admin fee / account holder | $6,379 | $13,868-54.0% | $8,875-28.1% | $11,407-44.1% |