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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 | $101,792 | $81,208+25.3% | $98,920+2.9% | $79,856+27.5% |
| Participation rate | 62.9% | 72.5%-9.6pp | 76.0%-13.2pp | 69.6%-6.8pp |
| Annual return | 12.94% | 60.99%-48.1pp | 196.47%-183.5pp | 31.71%-18.8pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,325 | $3,265+1.8% | $4,245-21.7% | $3,741-11.1% |
| Admin fee / account holder | $5,279 | $6,013-12.2% | $6,643-20.5% | $5,306-0.5% |