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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 | $88,146 | $52,580+67.6% | $71,671+23.0% | $70,126+25.7% |
| Participation rate | 67.6% | 60.9%+6.7pp | 68.7%-1.2pp | 69.5%-2.0pp |
| Annual return | 17.80% | 20.25%-2.5pp | 20.65%-2.9pp | 73.15%-55.4pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,645 | $2,386+10.8% | $3,438-23.1% | $3,332-20.6% |
| Admin fee / account holder | $2,288 | $3,653-37.4% | $5,558-58.8% | $4,645-50.7% |