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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 | $128,643 | $72,607+77.2% | $90,259+42.5% | $87,485+47.0% |
| Participation rate | 48.4% | 64.8%-16.4pp | 70.7%-22.4pp | 68.9%-20.5pp |
| Annual return | 15.67% | 18.59%-2.9pp | 18.88%-3.2pp | 26.06%-10.4pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,483 | $3,055+79.5% | $3,827+43.3% | $4,274+28.3% |
| Admin fee / account holder | $13,076 | $5,947+119.9% | $7,267+79.9% | $7,775+68.2% |