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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 | $168,514 | $73,955+127.9% | $96,520+74.6% | $75,181+124.1% |
| Participation rate | 64.4% | 66.4%-2.0pp | 74.3%-9.9pp | 67.2%-2.8pp |
| Annual return | 20.54% | 26.72%-6.2pp | 35.72%-15.2pp | 160.69%-140.1pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,636 | $3,659+108.7% | $4,879+56.5% | $4,126+85.1% |
| Admin fee / account holder | $3,536 | $5,217-32.2% | $6,733-47.5% | $5,650-37.4% |