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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 | $103,257 | $80,983+27.5% | $96,544+7.0% | $75,177+37.4% |
| Participation rate | 37.7% | 71.8%-34.1pp | 76.0%-38.3pp | 67.2%-29.5pp |
| Annual return | 19.38% | 27.05%-7.7pp | 25.88%-6.5pp | 160.75%-141.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,967 | $3,929+51.9% | $4,851+23.0% | $4,126+44.6% |
| Admin fee / account holder | $13,210 | $6,717+96.7% | $8,254+60.0% | $5,651+133.7% |