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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 | $107,423 | $61,390+75.0% | $112,228-4.3% | $75,177+42.9% |
| Participation rate | 62.1% | 61.6%+0.4pp | 72.4%-10.4pp | 67.2%-5.1pp |
| Annual return | 18.84% | 28.47%-9.6pp | 30.23%-11.4pp | 160.75%-141.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,432-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,868 | $3,108-7.7% | $4,800-40.2% | $4,126-30.5% |
| Admin fee / account holder | $2,753 | $4,862-43.4% | $7,752-64.5% | $5,651-51.3% |