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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 | $134,165 | $80,763+66.1% | $102,412+31.0% | $74,459+80.2% |
| Participation rate | 45.2% | 65.7%-20.5pp | 74.5%-29.3pp | 67.2%-22.0pp |
| Annual return | 11.30% | 27.57%-16.3pp | 24.94%-13.6pp | 1369.70%-1358.4pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,870-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $7,952 | $3,862+105.9% | $5,060+57.2% | $4,350+82.8% |
| Admin fee / account holder | $1,864 | $2,371-21.4% | $8,388-77.8% | $1,945-4.1% |