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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 | $151,070 | $71,057+112.6% | $93,654+61.3% | $80,874+86.8% |
| Participation rate | 67.1% | 60.4%+6.7pp | 68.7%-1.6pp | 67.6%-0.6pp |
| Annual return | 12.58% | 11.26%+1.3pp | 133.34%-120.8pp | 35.62%-23.0pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,354 | $4,034+7.9% | $4,413-1.3% | $4,297+1.3% |
| Admin fee / account holder | $8,800 | $6,944+26.7% | $8,282+6.3% | $6,935+26.9% |