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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 | $130,666 | $103,385+26.4% | $87,104+50.0% | $152,870-14.5% |
| Participation rate | 66.7% | 79.3%-12.7pp | 76.9%-10.2pp | 82.4%-15.8pp |
| Annual return | 20.34% | 28.10%-7.8pp | 28.19%-7.8pp | 345.34%-325.0pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,161 | $4,778-54.8% | $4,049-46.6% | $5,850-63.1% |
| Admin fee / account holder | $5,701 | $12,192-53.2% | $7,490-23.9% | $11,597-50.8% |