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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 | $103,164+90.0% | $90,259+117.2% | $154,746+26.7% |
| Participation rate | 66.7% | 76.1%-9.4pp | 70.7%-4.1pp | 80.7%-14.0pp |
| Annual return | 14.87% | 19.25%-4.4pp | 18.88%-4.0pp | 172.34%-157.5pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,697 | $4,422+119.3% | $3,827+153.4% | $6,730+44.1% |
| Admin fee / account holder | $6,204 | $8,593-27.8% | $7,267-14.6% | $14,365-56.8% |