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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 | $175,166 | $135,956+28.8% | $123,894+41.4% | $273,972-36.1% |
| Participation rate | 68.2% | 84.1%-15.9pp | 81.4%-13.2pp | 83.0%-14.8pp |
| Annual return | 5.15% | 56.63%-51.5pp | 47.52%-42.4pp | 41.46%-36.3pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $10,554 | $6,343+66.4% | $5,984+76.4% | $5,287+99.6% |
| Admin fee / account holder | $6,013 | $9,817-38.8% | $8,357-28.1% | $10,133-40.7% |