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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 | $173,241 | $80,983+113.9% | $96,544+79.4% | $75,177+130.4% |
| Participation rate | 63.6% | 71.8%-8.2pp | 76.0%-12.3pp | 67.2%-3.6pp |
| Annual return | 16.25% | 27.05%-10.8pp | 25.88%-9.6pp | 160.75%-144.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,909 | $3,929+75.9% | $4,851+42.4% | $4,126+67.4% |
| Admin fee / account holder | $11,723 | $6,717+74.5% | $8,254+42.0% | $5,651+107.4% |