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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 | $101,263 | $65,361+54.9% | $92,903+9.0% | $72,983+38.7% |
| Participation rate | 36.0% | 68.3%-32.3pp | 76.0%-40.0pp | 69.5%-33.5pp |
| Annual return | 20.76% | 42.11%-21.3pp | 109.43%-88.7pp | 81.01%-60.2pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,114 | $3,128+63.5% | $4,238+20.7% | $3,608+41.8% |
| Admin fee / account holder | $1,140 | $4,251-73.2% | $5,795-80.3% | $5,124-77.8% |