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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 | $160,574 | $71,215+125.5% | $93,696+71.4% | $80,935+98.4% |
| Participation rate | 46.5% | 60.4%-13.9pp | 68.7%-22.2pp | 67.7%-21.2pp |
| Annual return | 14.08% | 11.27%+2.8pp | 133.74%-119.7pp | 35.66%-21.6pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,050 | $4,037-49.2% | $4,417-53.6% | $4,299-52.3% |
| Admin fee / account holder | $6,805 | $6,958-2.2% | $8,287-17.9% | $6,924-1.7% |