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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 | $133,508 | $65,395+104.2% | $182,531-26.9% | $72,983+82.9% |
| Participation rate | 66.1% | 65.4%+0.7pp | 78.0%-11.9pp | 69.5%-3.4pp |
| Annual return | 20.11% | 27.68%-7.6pp | 148.57%-128.5pp | 81.01%-60.9pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,075-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,102 | $3,563+43.2% | $5,525-7.7% | $3,608+41.4% |
| Admin fee / account holder | $4,373 | $4,245+3.0% | $8,593-49.1% | $5,124-14.7% |