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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 | $121,108 | $83,485+45.1% | $125,195-3.3% | $72,976+66.0% |
| Participation rate | 48.6% | 73.3%-24.7pp | 79.8%-31.2pp | 69.5%-20.9pp |
| Annual return | 22.21% | 25.77%-3.6pp | 43.79%-21.6pp | 81.02%-58.8pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,691 | $3,586+30.8% | $4,937-5.0% | $3,608+30.0% |
| Admin fee / account holder | $4,234 | $5,518-23.3% | $9,704-56.4% | $5,124-17.4% |