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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 | $121,433 | $71,230+70.5% | $93,727+29.6% | $80,959+50.0% |
| Participation rate | 27.3% | 60.4%-33.1pp | 68.7%-41.4pp | 67.7%-40.4pp |
| Annual return | 17.22% | 11.26%+6.0pp | 133.83%-116.6pp | 35.67%-18.4pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,793 | $4,037-55.6% | $4,417-59.4% | $4,300-58.3% |
| Admin fee / account holder | $878 | $6,961-87.4% | $8,292-89.4% | $6,925-87.3% |