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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 | $87,850 | $49,239+78.4% | $70,462+24.7% | $79,858+10.0% |
| Participation rate | 60.0% | 69.2%-9.2pp | 75.1%-15.1pp | 69.6%-9.6pp |
| Annual return | 13.73% | 30.08%-16.3pp | 109.08%-95.3pp | 31.72%-18.0pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,129 | $2,769+85.2% | $3,710+38.3% | $3,740+37.1% |
| Admin fee / account holder | $2,488 | $2,876-13.5% | $3,845-35.3% | $5,306-53.1% |