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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 | $162,045 | $50,554+220.5% | $67,681+139.4% | $87,485+85.2% |
| Participation rate | 60.6% | 67.7%-7.1pp | 73.7%-13.1pp | 68.9%-8.3pp |
| Annual return | 15.37% | 17.81%-2.4pp | 590.58%-575.2pp | 26.06%-10.7pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,492 | $2,961+17.9% | $3,976-12.2% | $4,274-18.3% |
| Admin fee / account holder | $962 | $4,132-76.7% | $6,100-84.2% | $7,775-87.6% |