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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 | $104,672 | $91,559+14.3% | $133,978-21.9% | $79,856+31.1% |
| Participation rate | 26.8% | 73.3%-46.5pp | 79.8%-53.0pp | 69.6%-42.8pp |
| Annual return | 10.87% | 61.85%-51.0pp | 45.10%-34.2pp | 31.71%-20.8pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,165 | $3,734-42.0% | $5,047-57.1% | $3,741-42.1% |
| Admin fee / account holder | $876 | $6,321-86.1% | $8,930-90.2% | $5,306-83.5% |