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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 | $133,325 | $72,269+84.5% | $101,271+31.7% | $79,852+67.0% |
| Participation rate | 67.2% | 68.5%-1.2pp | 75.8%-8.6pp | 69.6%-2.4pp |
| Annual return | 16.60% | 22.29%-5.7pp | 46.48%-29.9pp | 31.72%-15.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,232 | $3,282+89.9% | $4,371+42.6% | $3,740+66.6% |
| Admin fee / account holder | $7,427 | $4,401+68.7% | $5,948+24.9% | $5,306+40.0% |