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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 | $159,694 | $57,057+179.9% | $85,009+87.9% | $80,874+97.5% |
| Participation rate | 61.9% | 56.4%+5.5pp | 67.5%-5.6pp | 67.6%-5.7pp |
| Annual return | 13.86% | 21.66%-7.8pp | 66.47%-52.6pp | 35.62%-21.8pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,355 | $3,112+264.9% | $4,522+151.1% | $4,297+164.3% |
| Admin fee / account holder | $5,575 | $4,986+11.8% | $6,153-9.4% | $6,935-19.6% |