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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 | $89,048 | $57,119+55.9% | $85,187+4.5% | $80,935+10.0% |
| Participation rate | 65.4% | 56.4%+9.0pp | 67.5%-2.1pp | 67.7%-2.3pp |
| Annual return | 12.23% | 21.70%-9.5pp | 66.67%-54.4pp | 35.66%-23.4pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,922 | $3,115-6.2% | $4,525-35.4% | $4,299-32.0% |
| Admin fee / account holder | $2,407 | $4,990-51.8% | $6,162-60.9% | $6,924-65.2% |