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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 | $131,966 | $71,230+85.3% | $93,727+40.8% | $80,959+63.0% |
| Participation rate | 15.7% | 60.4%-44.7pp | 68.7%-53.0pp | 67.7%-52.0pp |
| Annual return | 15.35% | 11.26%+4.1pp | 133.83%-118.5pp | 35.67%-20.3pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,745 | $4,037-56.8% | $4,417-60.5% | $4,300-59.4% |
| Admin fee / account holder | $1,243 | $6,961-82.1% | $8,292-85.0% | $6,925-82.1% |