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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 | $106,524+21.6% | $152,301-15.0% | $87,485+48.1% |
| Participation rate | 61.5% | 75.8%-14.2pp | 82.4%-20.9pp | 68.9%-7.4pp |
| Annual return | 18.41% | 26.89%-8.5pp | 80.50%-62.1pp | 26.06%-7.6pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,576 | $6,525+16.1% | $8,004-5.3% | $4,274+77.3% |
| Admin fee / account holder | $534 | $8,287-93.6% | $14,398-96.3% | $7,775-93.1% |