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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 | $181,941 | $86,940+109.3% | $102,434+77.6% | $80,935+124.8% |
| Participation rate | 68.8% | 72.4%-3.6pp | 76.5%-7.7pp | 67.7%+1.2pp |
| Annual return | 14.47% | 18.89%-4.4pp | 29.46%-15.0pp | 35.66%-21.2pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,364 | $4,121+54.4% | $5,055+25.9% | $4,299+48.0% |
| Admin fee / account holder | $3,515 | $8,047-56.3% | $9,462-62.9% | $6,924-49.2% |