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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 | $103,737 | $76,551+35.5% | $123,894-16.3% | $62,881+65.0% |
| Participation rate | 65.5% | 73.0%-7.5pp | 81.4%-16.0pp | 69.3%-3.9pp |
| Annual return | 7.67% | 18.68%-11.0pp | 47.52%-39.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,251 | $4,840+29.2% | $5,984+4.5% | $3,203+95.2% |
| Admin fee / account holder | $7,543 | $4,826+56.3% | $8,357-9.7% | $4,296+75.6% |