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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 | $104,872 | $51,708+102.8% | $106,619-1.6% | $62,881+66.8% |
| Participation rate | 61.8% | 66.9%-5.1pp | 78.0%-16.2pp | 69.3%-7.5pp |
| Annual return | 15.97% | 4.69%+11.3pp | 9.42%+6.5pp | 20.14%-4.2pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,963 | $2,315+114.3% | $3,930+26.3% | $3,203+55.0% |
| Admin fee / account holder | $1,000 | $3,349-70.2% | $6,418-84.4% | $4,296-76.7% |