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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 | $139,008 | $84,236+65.0% | $170,435-18.4% | $70,126+98.2% |
| Participation rate | 59.6% | 70.8%-11.2pp | 83.6%-24.0pp | 69.5%-9.9pp |
| Annual return | 18.28% | 23.06%-4.8pp | 205.94%-187.7pp | 73.15%-54.9pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,854 | $3,086+57.3% | $4,939-1.7% | $3,332+45.7% |
| Admin fee / account holder | $3,913 | $5,698-31.3% | $13,881-71.8% | $4,645-15.8% |