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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 | $127,049 | $71,197+78.4% | $93,669+35.6% | $80,925+57.0% |
| Participation rate | 40.3% | 60.4%-20.1pp | 68.7%-28.4pp | 67.7%-27.3pp |
| Annual return | 12.79% | 11.27%+1.5pp | 133.59%-120.8pp | 35.65%-22.9pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,615 | $4,036-60.0% | $4,416-63.4% | $4,299-62.4% |
| Admin fee / account holder | $8,789 | $6,959+26.3% | $8,291+6.0% | $6,940+26.6% |