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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 | $125,797 | $72,486+73.5% | $87,103+44.4% | $72,976+72.4% |
| Participation rate | 44.9% | 72.8%-27.9pp | 76.9%-31.9pp | 69.5%-24.5pp |
| Annual return | 20.55% | 24.46%-3.9pp | 28.19%-7.6pp | 81.02%-60.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,264 | $3,270-0.2% | $4,049-19.4% | $3,608-9.5% |
| Admin fee / account holder | $5,389 | $5,055+6.6% | $7,491-28.1% | $5,124+5.2% |