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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 | $129,523 | $106,864+21.2% | $147,318-12.1% | $82,637+56.7% |
| Participation rate | 61.5% | 75.5%-14.0pp | 82.1%-20.5pp | 68.1%-6.5pp |
| Annual return | 18.41% | 27.49%-9.1pp | 70.43%-52.0pp | 53.51%-35.1pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,576 | $6,496+16.6% | $7,906-4.2% | $4,126+83.6% |
| Admin fee / account holder | $534 | $8,415-93.7% | $13,708-96.1% | $7,339-92.7% |