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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 | $127,050 | $101,798+24.8% | $165,071-23.0% | $80,935+57.0% |
| Participation rate | 61.8% | 71.8%-10.1pp | 78.6%-16.9pp | 67.7%-5.9pp |
| Annual return | 11.25% | 16.73%-5.5pp | 70.17%-58.9pp | 35.66%-24.4pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,560 | $4,476+46.5% | $6,035+8.7% | $4,299+52.6% |
| Admin fee / account holder | $27,413 | $8,221+233.4% | $12,695+115.9% | $6,924+295.9% |