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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 | $64,501+102.2% | $108,753+19.9% | $65,306+99.7% |
| Participation rate | 67.0% | 50.8%+16.2pp | 71.1%-4.1pp | 57.7%+9.3pp |
| Annual return | 15.21% | 21.09%-5.9pp | 37.47%-22.3pp | 21.94%-6.7pp |
| Employer contribution / active EE | $0 | $1,069-100.0% | $2,427-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $5,730 | $2,401+138.7% | $4,115+39.2% | $2,959+93.6% |
| Admin fee / account holder | $2,169 | $4,971-56.4% | $10,320-79.0% | $3,480-37.7% |