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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 | $196,004 | $102,245+91.7% | $89,340+119.4% | $137,256+42.8% |
| Participation rate | 66.7% | 74.9%-8.2pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 14.87% | 21.89%-7.0pp | 20.57%-5.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,697 | $4,436+118.6% | $3,823+153.6% | $6,407+51.3% |
| Admin fee / account holder | $6,204 | $8,085-23.3% | $6,704-7.4% | $12,270-49.4% |