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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 | $163,685 | $213,785-23.4% | $185,441-11.7% | $155,188+5.5% |
| Participation rate | 62.5% | 83.2%-20.7pp | 80.3%-17.8pp | 80.8%-18.3pp |
| Annual return | 13.71% | 19.97%-6.3pp | 20.16%-6.5pp | 148.84%-135.1pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,549 | $6,864-33.7% | $6,152-26.1% | $6,531-30.4% |
| Admin fee / account holder | $7,013 | $21,134-66.8% | $17,890-60.8% | $14,480-51.6% |