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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 | $126,659 | $72,027+75.8% | $185,835-31.8% | $79,852+58.6% |
| Participation rate | 56.4% | 65.8%-9.4pp | 78.0%-21.7pp | 69.6%-13.3pp |
| Annual return | 14.35% | 23.13%-8.8pp | 35.96%-21.6pp | 31.72%-17.4pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,658 | $3,780+23.2% | $5,633-17.3% | $3,740+24.5% |
| Admin fee / account holder | $2,686 | $4,513-40.5% | $9,502-71.7% | $5,306-49.4% |