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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 | $167,844 | $100,262+67.4% | $81,370+106.3% | $145,897+15.0% |
| Participation rate | 38.5% | 74.3%-35.8pp | 69.5%-31.1pp | 80.3%-41.8pp |
| Annual return | 9.29% | 34.52%-25.2pp | 24.85%-15.6pp | 552.29%-543.0pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,447 | $4,612-3.6% | $3,885+14.5% | $6,689-33.5% |
| Admin fee / account holder | $20,696 | $8,163+153.5% | $5,749+260.0% | $13,390+54.6% |