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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 | $115,771 | $89,370+29.5% | $141,197-18.0% | $72,976+58.6% |
| Participation rate | 66.7% | 75.1%-8.5pp | 82.5%-15.8pp | 69.5%-2.8pp |
| Annual return | 22.85% | 111.88%-89.0pp | 71.41%-48.6pp | 81.02%-58.2pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,345 | $5,419-19.8% | $6,710-35.3% | $3,608+20.4% |
| Admin fee / account holder | $9,435 | $5,957+58.4% | $10,265-8.1% | $5,124+84.1% |