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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 | $99,914 | $72,273+38.2% | $101,275-1.3% | $79,856+25.1% |
| Participation rate | 66.0% | 68.5%-2.5pp | 75.8%-9.8pp | 69.6%-3.6pp |
| Annual return | 18.81% | 22.30%-3.5pp | 46.48%-27.7pp | 31.71%-12.9pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,751 | $3,282+136.2% | $4,371+77.3% | $3,741+107.2% |
| Admin fee / account holder | $15,365 | $4,401+249.1% | $5,948+158.3% | $5,306+189.6% |