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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 | $121,023 | $62,672+93.1% | $185,117-34.6% | $70,126+72.6% |
| Participation rate | 66.1% | 63.8%+2.3pp | 77.3%-11.2pp | 69.5%-3.5pp |
| Annual return | 13.98% | 40.79%-26.8pp | 40.50%-26.5pp | 73.15%-59.2pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,946 | $3,272+51.2% | $5,045-2.0% | $3,332+48.5% |
| Admin fee / account holder | $18,456 | $3,932+369.4% | $8,159+126.2% | $4,645+297.3% |