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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 | $109,510 | $86,298+26.9% | $111,308-1.6% | $85,847+27.6% |
| Participation rate | 65.3% | 73.3%-8.1pp | 77.3%-12.0pp | 69.3%-4.0pp |
| Annual return | 12.67% | 19.99%-7.3pp | 54.67%-42.0pp | 318.61%-305.9pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,590 | $3,641-1.4% | $4,487-20.0% | $3,952-9.2% |
| Admin fee / account holder | $8,342 | $8,189+1.9% | $7,965+4.7% | $6,261+33.2% |