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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 | $174,979 | $138,312+26.5% | $122,979+42.3% | $155,188+12.8% |
| Participation rate | 50.0% | 80.2%-30.2pp | 77.2%-27.2pp | 80.8%-30.8pp |
| Annual return | 8.60% | 22.06%-13.5pp | 20.12%-11.5pp | 148.84%-140.2pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,039 | $5,592+8.0% | $5,003+20.7% | $6,531-7.5% |
| Admin fee / account holder | $19,637 | $15,089+30.1% | $12,864+52.6% | $14,480+35.6% |