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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 | $98,421 | $57,140+72.2% | $85,240+15.5% | $80,959+21.6% |
| Participation rate | 57.1% | 56.4%+0.7pp | 67.5%-10.4pp | 67.7%-10.5pp |
| Annual return | 14.84% | 21.71%-6.9pp | 66.75%-51.9pp | 35.67%-20.8pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,047 | $3,115+62.0% | $4,527+11.5% | $4,300+17.4% |
| Admin fee / account holder | $2,185 | $4,992-56.2% | $6,165-64.6% | $6,925-68.4% |