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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 | $140,655 | $91,559+53.6% | $133,978+5.0% | $79,856+76.1% |
| Participation rate | 51.5% | 73.3%-21.9pp | 79.8%-28.4pp | 69.6%-18.2pp |
| Annual return | 12.77% | 61.85%-49.1pp | 45.10%-32.3pp | 31.71%-18.9pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,435 | $3,734+18.8% | $5,047-12.1% | $3,741+18.6% |
| Admin fee / account holder | $727 | $6,321-88.5% | $8,930-91.9% | $5,306-86.3% |