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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 | $111,107 | $73,955+50.2% | $96,520+15.1% | $75,181+47.8% |
| Participation rate | 54.8% | 66.4%-11.6pp | 74.3%-19.5pp | 67.2%-12.4pp |
| Annual return | 29.48% | 26.72%+2.8pp | 35.72%-6.2pp | 160.69%-131.2pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,968 | $3,659-18.9% | $4,879-39.2% | $4,126-28.1% |
| Admin fee / account holder | $2,195 | $5,217-57.9% | $6,733-67.4% | $5,650-61.2% |