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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 | $136,256 | $123,793+10.1% | $177,848-23.4% | $79,856+70.6% |
| Participation rate | 35.3% | 84.7%-49.4pp | 87.7%-52.4pp | 69.6%-34.3pp |
| Annual return | 25.40% | 22.82%+2.6pp | 48.33%-22.9pp | 31.71%-6.3pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,372 | $5,956+7.0% | $7,714-17.4% | $3,741+70.3% |
| Admin fee / account holder | $12,012 | $7,243+65.9% | $12,431-3.4% | $5,306+126.4% |