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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 | $132,649 | $67,606+96.2% | $82,313+61.2% | $70,131+89.1% |
| Participation rate | 69.1% | 72.8%-3.7pp | 76.9%-7.8pp | 69.5%-0.4pp |
| Annual return | 15.65% | 21.57%-5.9pp | 25.88%-10.2pp | 73.14%-57.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $10,543 | $2,987+253.0% | $3,706+184.5% | $3,332+216.4% |
| Admin fee / account holder | $3,440 | $4,512-23.8% | $5,608-38.7% | $4,645-25.9% |