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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 | $160,861 | $76,551+110.1% | $123,894+29.8% | $62,881+155.8% |
| Participation rate | 65.1% | 73.0%-7.9pp | 81.4%-16.3pp | 69.3%-4.2pp |
| Annual return | 13.26% | 18.68%-5.4pp | 47.52%-34.3pp | 20.14%-6.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $9,107 | $4,840+88.2% | $5,984+52.2% | $3,203+184.3% |
| Admin fee / account holder | $1,466 | $4,826-69.6% | $8,357-82.5% | $4,296-65.9% |