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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 | $153,378 | $49,255+211.4% | $70,494+117.6% | $79,856+92.1% |
| Participation rate | 65.5% | 69.2%-3.6pp | 75.1%-9.5pp | 69.6%-4.1pp |
| Annual return | 17.45% | 30.10%-12.6pp | 109.16%-91.7pp | 31.71%-14.3pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,965 | $2,768+7.1% | $3,711-20.1% | $3,741-20.7% |
| Admin fee / account holder | $5,698 | $2,879+97.9% | $3,848+48.1% | $5,306+7.4% |