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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 | $170,903 | $72,027+137.3% | $185,835-8.0% | $79,852+114.0% |
| Participation rate | 60.7% | 65.8%-5.1pp | 78.0%-17.3pp | 69.6%-8.9pp |
| Annual return | 14.25% | 23.13%-8.9pp | 35.96%-21.7pp | 31.72%-17.5pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,238 | $3,780+38.6% | $5,633-7.0% | $3,740+40.0% |
| Admin fee / account holder | $685 | $4,513-84.8% | $9,502-92.8% | $5,306-87.1% |