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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 | $130,344 | $53,128+145.3% | $86,582+50.5% | $70,126+85.9% |
| Participation rate | 36.7% | 65.3%-28.6pp | 73.5%-36.9pp | 69.5%-32.9pp |
| Annual return | 18.41% | 27.66%-9.2pp | 965.08%-946.7pp | 73.15%-54.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,484 | $2,695+103.5% | $3,609+52.0% | $3,332+64.6% |
| Admin fee / account holder | $3,873 | $3,584+8.1% | $4,904-21.0% | $4,645-16.6% |