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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 | $57,073+179.8% | $85,126+87.6% | $80,925+97.3% |
| Participation rate | 61.9% | 56.4%+5.5pp | 67.5%-5.6pp | 67.7%-5.8pp |
| Annual return | 13.86% | 21.69%-7.8pp | 66.63%-52.8pp | 35.65%-21.8pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,355 | $3,113+264.7% | $4,523+151.0% | $4,299+164.1% |
| Admin fee / account holder | $5,575 | $4,988+11.8% | $6,160-9.5% | $6,940-19.7% |