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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 | $223,526 | $88,672+152.1% | $105,223+112.4% | $82,448+171.1% |
| Participation rate | 68.2% | 67.9%+0.3pp | 75.0%-6.9pp | 68.1%+0.1pp |
| Annual return | 16.57% | 30.86%-14.3pp | 180.65%-164.1pp | 41.64%-25.1pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,916 | $4,036+145.7% | $5,072+95.5% | $4,139+139.6% |
| Admin fee / account holder | $5,334 | $7,146-25.4% | $8,859-39.8% | $7,234-26.3% |