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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 | $239,096 | $251,004-4.7% | $191,597+24.8% | $138,895+72.1% |
| Participation rate | 66.7% | 82.4%-15.7pp | 76.9%-10.3pp | 79.9%-13.3pp |
| Annual return | 13.14% | 31.05%-17.9pp | 27.07%-13.9pp | 145.39%-132.3pp |
| Employer contribution / active EE | $0 | $6,226-100.0% | $5,025-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,261 | $8,154-11.0% | $6,850+6.0% | $6,396+13.5% |
| Admin fee / account holder | $3,917 | $31,471-87.6% | $22,799-82.8% | $12,562-68.8% |