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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 | $240,235 | $167,533+43.4% | $151,645+58.4% | $134,545+78.6% |
| Participation rate | 53.3% | 88.4%-35.0pp | 87.5%-34.2pp | 81.2%-27.9pp |
| Annual return | 10.61% | 7.81%+2.8pp | 3.34%+7.3pp | 418.37%-407.8pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $8,267 | $8,985-8.0% | $8,363-1.1% | $6,401+29.1% |
| Admin fee / account holder | $6,855 | $13,781-50.3% | $11,614-41.0% | $11,431-40.0% |