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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 | $213,491 | $58,493+265.0% | $84,021+154.1% | $72,975+192.6% |
| Participation rate | 52.1% | 61.2%-9.1pp | 69.0%-16.9pp | 69.5%-17.4pp |
| Annual return | 22.68% | 28.93%-6.3pp | 71.32%-48.6pp | 81.01%-58.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,610 | $2,394+134.3% | $3,239+73.2% | $3,608+55.5% |
| Admin fee / account holder | $26,991 | $4,569+490.8% | $6,102+342.4% | $5,124+426.8% |