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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 | $76,834+37.4% | $108,359-2.6% | $87,485+20.6% |
| Participation rate | 65.5% | 61.7%+3.8pp | 70.1%-4.6pp | 68.9%-3.4pp |
| Annual return | 16.73% | 19.09%-2.4pp | 36.89%-20.2pp | 26.06%-9.3pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,324 | $3,100+104.0% | $4,137+52.9% | $4,274+48.0% |
| Admin fee / account holder | $3,099 | $6,537-52.6% | $9,741-68.2% | $7,775-60.1% |