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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 | $127,176 | $80,983+57.0% | $96,544+31.7% | $75,177+69.2% |
| Participation rate | 33.3% | 71.8%-38.5pp | 76.0%-42.7pp | 67.2%-33.9pp |
| Annual return | 12.84% | 27.05%-14.2pp | 25.88%-13.0pp | 160.75%-147.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,631 | $3,929+17.9% | $4,851-4.5% | $4,126+12.2% |
| Admin fee / account holder | $8,801 | $6,717+31.0% | $8,254+6.6% | $5,651+55.7% |