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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 | $120,077 | $76,551+56.9% | $123,894-3.1% | $62,881+91.0% |
| Participation rate | 69.0% | 73.0%-3.9pp | 81.4%-12.4pp | 69.3%-0.3pp |
| Annual return | 6.15% | 18.68%-12.5pp | 47.52%-41.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,373 | $4,840+31.7% | $5,984+6.5% | $3,203+99.0% |
| Admin fee / account holder | $12,357 | $4,826+156.1% | $8,357+47.9% | $4,296+187.6% |