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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 | $99,875+29.7% | $146,866-11.8% | $86,983+48.9% |
| Participation rate | 61.5% | 75.8%-14.3pp | 82.5%-21.0pp | 69.5%-8.0pp |
| Annual return | 18.41% | 28.10%-9.7pp | 102.85%-84.4pp | 25.83%-7.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,576 | $6,322+19.8% | $7,759-2.4% | $4,194+80.6% |
| Admin fee / account holder | $534 | $7,838-93.2% | $13,620-96.1% | $7,856-93.2% |