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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 | $129,825 | $95,404+36.1% | $113,397+14.5% | $82,637+57.1% |
| Participation rate | 66.7% | 72.8%-6.2pp | 76.5%-9.8pp | 68.1%-1.4pp |
| Annual return | 19.57% | 19.08%+0.5pp | 23.20%-3.6pp | 53.51%-33.9pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $11,532 | $4,220+173.3% | $5,076+127.2% | $4,126+179.5% |
| Admin fee / account holder | $21,474 | $9,168+134.2% | $11,957+79.6% | $7,339+192.6% |