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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 | $137,025 | $83,485+64.1% | $125,195+9.4% | $72,976+87.8% |
| Participation rate | 68.9% | 73.3%-4.4pp | 79.8%-10.9pp | 69.5%-0.6pp |
| Annual return | 24.78% | 25.77%-1.0pp | 43.79%-19.0pp | 81.02%-56.2pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,713 | $3,586+31.4% | $4,937-4.5% | $3,608+30.6% |
| Admin fee / account holder | $9,494 | $5,518+72.1% | $9,704-2.2% | $5,124+85.3% |