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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 | $117,773 | $71,215+65.4% | $93,696+25.7% | $80,935+45.5% |
| Participation rate | 22.0% | 60.4%-38.4pp | 68.7%-46.8pp | 67.7%-45.7pp |
| Annual return | 15.73% | 11.27%+4.5pp | 133.74%-118.0pp | 35.66%-19.9pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,403 | $4,037-65.2% | $4,417-68.2% | $4,299-67.4% |
| Admin fee / account holder | $6,206 | $6,958-10.8% | $8,287-25.1% | $6,924-10.4% |