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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 | $106,524+75.6% | $152,301+22.8% | $87,485+113.9% |
| Participation rate | 57.7% | 75.8%-18.0pp | 82.4%-24.7pp | 68.9%-11.2pp |
| Annual return | 23.24% | 26.89%-3.6pp | 80.50%-57.3pp | 26.06%-2.8pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,024 | $6,525+38.3% | $8,004+12.8% | $4,274+111.2% |
| Admin fee / account holder | $25,479 | $8,287+207.5% | $14,398+77.0% | $7,775+227.7% |