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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 | $171,543 | $93,586+83.3% | $135,925+26.2% | $75,173+128.2% |
| Participation rate | 69.6% | 75.2%-5.5pp | 81.9%-12.3pp | 67.2%+2.4pp |
| Annual return | 15.76% | 30.90%-15.1pp | 68.25%-52.5pp | 160.65%-144.9pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,857-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,690 | $6,405+20.1% | $7,759-0.9% | $4,126+86.4% |
| Admin fee / account holder | $13,629 | $6,977+95.3% | $10,764+26.6% | $5,651+141.2% |