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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 | $132,853 | $101,763+30.6% | $164,866-19.4% | $80,874+64.3% |
| Participation rate | 33.3% | 71.8%-38.5pp | 78.6%-45.3pp | 67.6%-34.3pp |
| Annual return | 134.93% | 16.73%+118.2pp | 69.97%+65.0pp | 35.62%+99.3pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,241 | $4,477-49.9% | $6,033-62.8% | $4,297-47.8% |
| Admin fee / account holder | $7,135 | $8,228-13.3% | $12,689-43.8% | $6,935+2.9% |