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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 | $130,447 | $64,010+103.8% | $108,359+20.4% | $64,340+102.7% |
| Participation rate | 67.0% | 49.4%+17.6pp | 70.1%-3.1pp | 55.2%+11.8pp |
| Annual return | 15.21% | 19.74%-4.5pp | 36.89%-21.7pp | 24.14%-8.9pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,399-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $5,730 | $2,395+139.2% | $4,137+38.5% | $2,980+92.3% |
| Admin fee / account holder | $2,169 | $4,885-55.6% | $9,741-77.7% | $3,703-41.4% |