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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 | $160,944 | $56,894+182.9% | $84,753+89.9% | $62,881+155.9% |
| Participation rate | 69.2% | 68.5%+0.7pp | 76.6%-7.4pp | 69.3%-0.1pp |
| Annual return | 15.18% | 6.30%+8.9pp | 22.78%-7.6pp | 20.14%-5.0pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,972 | $2,709+231.2% | $3,712+141.7% | $3,203+180.1% |
| Admin fee / account holder | $22,389 | $3,581+525.2% | $5,333+319.8% | $4,296+421.2% |