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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 | $177,405 | $87,834+102.0% | $133,975+32.4% | $62,881+182.1% |
| Participation rate | 69.2% | 83.4%-14.1pp | 87.1%-17.8pp | 69.3%-0.1pp |
| Annual return | 7.62% | 12.05%-4.4pp | 29.29%-21.7pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,368 | $4,812-9.2% | $6,282-30.5% | $3,203+36.4% |
| Admin fee / account holder | $710 | $5,372-86.8% | $9,324-92.4% | $4,296-83.5% |