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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 | $118,326 | $93,589+26.4% | $135,942-13.0% | $75,181+57.4% |
| Participation rate | 48.0% | 75.2%-27.2pp | 81.9%-33.9pp | 67.2%-19.2pp |
| Annual return | 15.84% | 30.90%-15.1pp | 68.28%-52.4pp | 160.69%-144.8pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,438 | $6,405+47.3% | $7,759+21.6% | $4,126+128.8% |
| Admin fee / account holder | $21,229 | $6,977+204.3% | $10,764+97.2% | $5,650+275.7% |