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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 | $98,448 | $55,889+76.1% | $76,119+29.3% | $80,935+21.6% |
| Participation rate | 48.4% | 62.1%-13.7pp | 69.1%-20.7pp | 67.7%-19.3pp |
| Annual return | 18.38% | 20.58%-2.2pp | 361.25%-342.9pp | 35.66%-17.3pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,600 | $3,051+18.0% | $4,259-15.5% | $4,299-16.3% |
| Admin fee / account holder | $11,975 | $5,241+128.5% | $6,421+86.5% | $6,924+72.9% |