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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 | $104,721 | $93,617+11.9% | $135,982-23.0% | $75,177+39.3% |
| Participation rate | 50.0% | 75.2%-25.2pp | 81.9%-31.9pp | 67.2%-17.2pp |
| Annual return | 23.58% | 30.89%-7.3pp | 68.32%-44.7pp | 160.75%-137.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,711 | $6,406+20.4% | $7,760-0.6% | $4,126+86.9% |
| Admin fee / account holder | $1,548 | $6,980-77.8% | $10,767-85.6% | $5,651-72.6% |