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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 | $185,870 | $73,978+151.3% | $96,515+92.6% | $75,173+147.3% |
| Participation rate | 59.1% | 66.4%-7.3pp | 74.3%-15.3pp | 67.2%-8.1pp |
| Annual return | 16.02% | 26.72%-10.7pp | 35.73%-19.7pp | 160.72%-144.7pp |
| Employer contribution / active EE | $8,665 | $2,931+195.7% | $3,740+131.7% | $2,671+224.4% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,954 | $5,219-62.6% | $6,735-71.0% | $5,651-65.4% |