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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 | $124,602 | $87,733+42.0% | $106,554+16.9% | $85,851+45.1% |
| Participation rate | 59.4% | 71.9%-12.6pp | 76.1%-16.8pp | 69.3%-9.9pp |
| Annual return | 21.87% | 21.86%0pp | 26.80%-4.9pp | 318.63%-296.8pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,820 | $3,469-18.7% | $4,398-35.9% | $3,952-28.7% |
| Admin fee / account holder | $1,637 | $6,767-75.8% | $7,408-77.9% | $6,261-73.9% |