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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 | $167,286 | $109,359+53.0% | $162,185+3.1% | $72,976+129.2% |
| Participation rate | 57.9% | 84.3%-26.4pp | 87.6%-29.7pp | 69.5%-11.6pp |
| Annual return | 24.22% | 25.46%-1.2pp | 115.61%-91.4pp | 81.02%-56.8pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,689 | $5,481+58.5% | $7,297+19.1% | $3,608+140.8% |
| Admin fee / account holder | $1,198 | $7,972-85.0% | $10,844-88.9% | $5,124-76.6% |