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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 | $126,705 | $89,370+41.8% | $141,197-10.3% | $72,976+73.6% |
| Participation rate | 60.6% | 75.1%-14.5pp | 82.5%-21.9pp | 69.5%-8.9pp |
| Annual return | 23.25% | 111.88%-88.6pp | 71.41%-48.2pp | 81.02%-57.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,310 | $5,419+90.3% | $6,710+53.6% | $3,608+185.8% |
| Admin fee / account holder | $10,973 | $5,957+84.2% | $10,265+6.9% | $5,124+114.1% |