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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 | $89,774 | $54,541+64.6% | $78,778+14.0% | $70,126+28.0% |
| Participation rate | 26.8% | 60.8%-34.0pp | 69.2%-42.4pp | 69.5%-42.7pp |
| Annual return | 16.24% | 21.07%-4.8pp | 35.62%-19.4pp | 73.15%-56.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,885 | $2,210-14.7% | $2,958-36.3% | $3,332-43.4% |
| Admin fee / account holder | $4,812 | $3,709+29.8% | $5,134-6.3% | $4,645+3.6% |