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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 | $163,551 | $80,674+102.7% | $119,126+37.3% | $64,340+154.2% |
| Participation rate | 48.1% | 55.2%-7.1pp | 75.8%-27.7pp | 55.2%-7.2pp |
| Annual return | 15.72% | 26.86%-11.1pp | 282.11%-266.4pp | 24.14%-8.4pp |
| Employer contribution / active EE | $0 | $2,564-100.0% | $4,034-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $9,230 | $3,053+202.3% | $5,318+73.6% | $2,980+209.7% |
| Admin fee / account holder | $4,843 | $4,559+6.2% | $10,693-54.7% | $3,703+30.8% |