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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 | $158,007 | $93,598+68.8% | $135,974+16.2% | $75,173+110.2% |
| Participation rate | 66.7% | 75.2%-8.5pp | 81.9%-15.3pp | 67.2%-0.5pp |
| Annual return | 15.51% | 30.89%-15.4pp | 68.30%-52.8pp | 160.72%-145.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,139 | $6,405-51.0% | $7,760-59.5% | $4,126-23.9% |
| Admin fee / account holder | $5,889 | $6,978-15.6% | $10,767-45.3% | $5,651+4.2% |