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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 | $315,200-24.1% | $238,191+0.4% | $155,188+54.1% |
| Participation rate | 66.7% | 82.6%-15.9pp | 77.1%-10.4pp | 80.8%-14.1pp |
| Annual return | 13.14% | 10.25%+2.9pp | 13.02%+0.1pp | 148.84%-135.7pp |
| Employer contribution / active EE | $0 | $6,383-100.0% | $5,082-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,261 | $8,044-9.7% | $6,726+8.0% | $6,531+11.2% |
| Admin fee / account holder | $3,917 | $48,031-91.8% | $34,582-88.7% | $14,480-72.9% |