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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 | $161,157 | $138,393+16.4% | $184,256-12.5% | $80,959+99.1% |
| Participation rate | 65.1% | 83.9%-18.8pp | 86.8%-21.8pp | 67.7%-2.6pp |
| Annual return | 17.52% | 20.01%-2.5pp | 28.85%-11.3pp | 35.67%-18.2pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,304 | $7,076+3.2% | $9,133-20.0% | $4,300+69.8% |
| Admin fee / account holder | $13,538 | $10,489+29.1% | $13,899-2.6% | $6,925+95.5% |