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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 | $187,060 | $80,985+131.0% | $96,576+93.7% | $75,181+148.8% |
| Participation rate | 64.3% | 71.8%-7.5pp | 76.0%-11.7pp | 67.2%-2.9pp |
| Annual return | 22.00% | 27.05%-5.1pp | 25.87%-3.9pp | 160.69%-138.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,285 | $3,929+34.5% | $4,851+8.9% | $4,126+28.1% |
| Admin fee / account holder | $10,860 | $6,719+61.6% | $8,253+31.6% | $5,650+92.2% |