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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 | $106,456 | $67,602+57.5% | $82,312+29.3% | $70,126+51.8% |
| Participation rate | 35.5% | 72.8%-37.3pp | 76.9%-41.4pp | 69.5%-34.1pp |
| Annual return | 13.92% | 21.57%-7.6pp | 25.88%-12.0pp | 73.15%-59.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,287 | $2,987-23.4% | $3,706-38.3% | $3,332-31.4% |
| Admin fee / account holder | $773 | $4,512-82.9% | $5,608-86.2% | $4,645-83.4% |