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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 | $166,489 | $93,589+77.9% | $135,942+22.5% | $75,181+121.5% |
| Participation rate | 58.8% | 75.2%-16.4pp | 81.9%-23.1pp | 67.2%-8.4pp |
| Annual return | 15.39% | 30.90%-15.5pp | 68.28%-52.9pp | 160.69%-145.3pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,906 | $6,405+39.0% | $7,759+14.8% | $4,126+115.9% |
| Admin fee / account holder | $10,597 | $6,977+51.9% | $10,764-1.6% | $5,650+87.6% |