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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 | $152,065 | $93,598+62.5% | $135,974+11.8% | $75,173+102.3% |
| Participation rate | 68.7% | 75.2%-6.5pp | 81.9%-13.3pp | 67.2%+1.5pp |
| Annual return | 23.88% | 30.89%-7.0pp | 68.30%-44.4pp | 160.72%-136.8pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,435 | $6,405+47.3% | $7,760+21.6% | $4,126+128.7% |
| Admin fee / account holder | $11,277 | $6,978+61.6% | $10,767+4.7% | $5,651+99.6% |