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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 | $102,908 | $47,848+115.1% | $81,473+26.3% | $70,126+46.7% |
| Participation rate | 56.7% | 58.3%-1.6pp | 68.0%-11.3pp | 69.5%-12.9pp |
| Annual return | 17.77% | 27.25%-9.5pp | 38.78%-21.0pp | 73.15%-55.4pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,128 | $2,453+109.0% | $3,537+45.0% | $3,332+53.9% |
| Admin fee / account holder | $675 | $3,145-78.5% | $4,561-85.2% | $4,645-85.5% |