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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 | $162,398 | $123,793+31.2% | $177,827-8.7% | $79,858+103.4% |
| Participation rate | 65.5% | 84.7%-19.1pp | 87.7%-22.2pp | 69.6%-4.1pp |
| Annual return | 18.77% | 22.82%-4.0pp | 48.32%-29.5pp | 31.72%-12.9pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,713 | $5,956+63.1% | $7,713+25.9% | $3,740+159.7% |
| Admin fee / account holder | $4,528 | $7,243-37.5% | $12,429-63.6% | $5,306-14.7% |