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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 | $126,445 | $72,273+75.0% | $101,275+24.9% | $79,856+58.3% |
| Participation rate | 52.0% | 68.5%-16.5pp | 75.8%-23.8pp | 69.6%-17.6pp |
| Annual return | 19.79% | 22.30%-2.5pp | 46.48%-26.7pp | 31.71%-11.9pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,496 | $3,282+6.5% | $4,371-20.0% | $3,741-6.5% |
| Admin fee / account holder | $3,634 | $4,401-17.4% | $5,948-38.9% | $5,306-31.5% |