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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 | $138,340 | $99,875+38.5% | $146,866-5.8% | $86,983+59.0% |
| Participation rate | 39.2% | 75.8%-36.6pp | 82.5%-43.3pp | 69.5%-30.3pp |
| Annual return | 15.62% | 28.10%-12.5pp | 102.85%-87.2pp | 25.83%-10.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,995 | $6,322+26.5% | $7,759+3.0% | $4,194+90.6% |
| Admin fee / account holder | $13,882 | $7,838+77.1% | $13,620+1.9% | $7,856+76.7% |