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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 | $118,131 | $100,262+17.8% | $81,370+45.2% | $145,897-19.0% |
| Participation rate | 29.4% | 74.3%-44.9pp | 69.5%-40.1pp | 80.3%-50.9pp |
| Annual return | 20.96% | 34.52%-13.6pp | 24.85%-3.9pp | 552.29%-531.3pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $909 | $4,612-80.3% | $3,885-76.6% | $6,689-86.4% |
| Admin fee / account holder | $6,939 | $8,163-15.0% | $5,749+20.7% | $13,390-48.2% |