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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 | $105,537 | $73,787+43.0% | $98,716+6.9% | $82,448+28.0% |
| Participation rate | 65.5% | 61.4%+4.1pp | 69.3%-3.8pp | 68.1%-2.6pp |
| Annual return | 16.73% | 18.57%-1.8pp | 31.81%-15.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,324 | $3,081+105.2% | $4,048+56.2% | $4,139+52.8% |
| Admin fee / account holder | $3,099 | $6,500-52.3% | $8,703-64.4% | $7,234-57.2% |