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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 | $73,955+151.3% | $96,520+92.6% | $75,181+147.2% |
| Participation rate | 59.1% | 66.4%-7.3pp | 74.3%-15.3pp | 67.2%-8.1pp |
| Annual return | 16.02% | 26.72%-10.7pp | 35.72%-19.7pp | 160.69%-144.7pp |
| Employer contribution / active EE | $8,665 | $2,930+195.7% | $3,739+131.8% | $2,671+224.5% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,954 | $5,217-62.6% | $6,733-71.0% | $5,650-65.4% |