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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 | $111,422 | $78,707+41.6% | $117,861-5.5% | $70,126+58.9% |
| Participation rate | 65.3% | 73.2%-7.9pp | 79.7%-14.4pp | 69.5%-4.2pp |
| Annual return | 16.33% | 23.30%-7.0pp | 335.11%-318.8pp | 73.15%-56.8pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,762 | $3,297+74.8% | $4,482+28.6% | $3,332+72.9% |
| Admin fee / account holder | $715 | $5,066-85.9% | $8,021-91.1% | $4,645-84.6% |