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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 | $116,954 | $109,359+6.9% | $162,171-27.9% | $72,983+60.2% |
| Participation rate | 52.1% | 84.3%-32.1pp | 87.6%-35.4pp | 69.5%-17.4pp |
| Annual return | 20.64% | 25.46%-4.8pp | 115.60%-95.0pp | 81.01%-60.4pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,143 | $5,481-6.2% | $7,297-29.5% | $3,608+42.5% |
| Admin fee / account holder | $9,503 | $7,972+19.2% | $10,843-12.4% | $5,124+85.5% |