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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 | $131,911 | $63,365+108.2% | $91,994+43.4% | $72,975+80.8% |
| Participation rate | 55.4% | 72.5%-17.1pp | 78.6%-23.2pp | 69.5%-14.1pp |
| Annual return | 20.69% | 35.35%-14.7pp | 69.04%-48.4pp | 81.01%-60.3pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,235 | $4,883-33.8% | $5,924-45.4% | $3,608-10.3% |
| Admin fee / account holder | $7,140 | $4,670+52.9% | $7,744-7.8% | $5,124+39.3% |