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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 | $187,100 | $106,749+75.3% | $145,433+28.7% | $82,448+126.9% |
| Participation rate | 57.7% | 75.6%-17.9pp | 82.1%-24.4pp | 68.1%-10.3pp |
| Annual return | 23.24% | 27.59%-4.3pp | 66.58%-43.3pp | 41.64%-18.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,024 | $6,519+38.4% | $7,897+14.3% | $4,139+118.0% |
| Admin fee / account holder | $25,479 | $8,390+203.7% | $13,129+94.1% | $7,234+252.2% |