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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 | $104,116 | $71,197+46.2% | $93,669+11.2% | $80,925+28.7% |
| Participation rate | 65.6% | 60.4%+5.2pp | 68.7%-3.1pp | 67.7%-2.0pp |
| Annual return | 12.49% | 11.27%+1.2pp | 133.59%-121.1pp | 35.65%-23.2pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,046 | $4,036+0.3% | $4,416-8.4% | $4,299-5.9% |
| Admin fee / account holder | $1,941 | $6,959-72.1% | $8,291-76.6% | $6,940-72.0% |