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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 | $75,799 | $89,370-15.2% | $141,197-46.3% | $72,976+3.9% |
| Participation rate | 57.6% | 75.1%-17.5pp | 82.5%-24.8pp | 69.5%-11.9pp |
| Annual return | 22.68% | 111.88%-89.2pp | 71.41%-48.7pp | 81.02%-58.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,906 | $5,419+82.8% | $6,710+47.6% | $3,608+174.6% |
| Admin fee / account holder | $7,274 | $5,957+22.1% | $10,265-29.1% | $5,124+42.0% |