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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 | $282,059-15.2% | $213,469+12.0% | $154,746+54.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 77.1%-10.5pp | 80.7%-14.0pp |
| Annual return | 13.14% | 20.90%-7.8pp | 20.58%-7.4pp | 172.34%-159.2pp |
| Employer contribution / active EE | $0 | $6,189-100.0% | $4,994-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,261 | $8,186-11.3% | $6,841+6.1% | $6,730+7.9% |
| Admin fee / account holder | $3,917 | $37,435-89.5% | $27,141-85.6% | $14,365-72.7% |