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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 | $100,279+67.4% | $81,353+106.3% | $145,884+15.1% |
| Participation rate | 38.5% | 74.3%-35.8pp | 69.5%-31.1pp | 80.3%-41.8pp |
| Annual return | 9.29% | 34.49%-25.2pp | 24.82%-15.5pp | 551.85%-542.6pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,447 | $4,611-3.5% | $3,885+14.5% | $6,690-33.5% |
| Admin fee / account holder | $20,696 | $8,206+152.2% | $5,766+258.9% | $13,392+54.5% |