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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 | $71,197+70.6% | $93,669+29.6% | $80,925+50.1% |
| Participation rate | 27.3% | 60.4%-33.1pp | 68.7%-41.5pp | 67.7%-40.4pp |
| Annual return | 17.22% | 11.27%+6.0pp | 133.59%-116.4pp | 35.65%-18.4pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,793 | $4,036-55.6% | $4,416-59.4% | $4,299-58.3% |
| Admin fee / account holder | $878 | $6,959-87.4% | $8,291-89.4% | $6,940-87.3% |