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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 | $185,325 | $61,605+200.8% | $112,273+65.1% | $75,181+146.5% |
| Participation rate | 37.8% | 61.7%-23.9pp | 72.4%-34.6pp | 67.2%-29.4pp |
| Annual return | 23.36% | 28.47%-5.1pp | 30.23%-6.9pp | 160.69%-137.3pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,431-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,269 | $3,108+5.2% | $4,800-31.9% | $4,126-20.8% |
| Admin fee / account holder | $7,476 | $4,862+53.7% | $7,752-3.6% | $5,650+32.3% |