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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 | $128,905 | $94,031+37.1% | $115,768+11.3% | $82,448+56.3% |
| Participation rate | 52.5% | 70.4%-17.9pp | 74.4%-21.9pp | 68.1%-15.6pp |
| Annual return | 15.28% | 20.61%-5.3pp | 100.46%-85.2pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $14,238 | $3,972+258.5% | $4,917+189.6% | $4,139+244.0% |
| Admin fee / account holder | $37,423 | $10,249+265.1% | $12,439+200.8% | $7,234+417.3% |