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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 | $107,194 | $52,279+105.0% | $89,435+19.9% | $79,856+34.2% |
| Participation rate | 30.8% | 57.5%-26.8pp | 68.0%-37.2pp | 69.6%-38.9pp |
| Annual return | 20.25% | 22.16%-1.9pp | 245.55%-225.3pp | 31.71%-11.5pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,756 | $2,740+0.6% | $3,890-29.2% | $3,741-26.3% |
| Admin fee / account holder | $608 | $3,356-81.9% | $4,884-87.6% | $5,306-88.5% |