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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 | $123,923 | $78,705+57.5% | $117,860+5.1% | $70,124+76.7% |
| Participation rate | 59.3% | 73.2%-13.9pp | 79.7%-20.3pp | 69.5%-10.2pp |
| Annual return | 17.51% | 23.30%-5.8pp | 335.10%-317.6pp | 73.14%-55.6pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,482 | $3,297-24.7% | $4,482-44.6% | $3,332-25.5% |
| Admin fee / account holder | $3,063 | $5,065-39.5% | $8,021-61.8% | $4,645-34.1% |