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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 | $109,838 | $93,589+17.4% | $135,942-19.2% | $75,181+46.1% |
| Participation rate | 55.6% | 75.2%-19.6pp | 81.9%-26.4pp | 67.2%-11.6pp |
| Annual return | 17.80% | 30.90%-13.1pp | 68.28%-50.5pp | 160.69%-142.9pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,796 | $6,405+68.5% | $7,759+39.1% | $4,126+161.7% |
| Admin fee / account holder | $4,963 | $6,977-28.9% | $10,764-53.9% | $5,650-12.2% |