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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 | $102,896 | $95,453+7.8% | $112,040-8.2% | $82,448+24.8% |
| Participation rate | 37.8% | 72.8%-35.0pp | 76.5%-38.7pp | 68.1%-30.3pp |
| Annual return | 19.37% | 23.92%-4.5pp | 24.52%-5.1pp | 41.64%-22.3pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,864 | $4,224-8.5% | $5,098-24.2% | $4,139-6.7% |
| Admin fee / account holder | $1,852 | $9,013-79.5% | $12,098-84.7% | $7,234-74.4% |