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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 | $178,947 | $91,559+95.4% | $133,978+33.6% | $79,856+124.1% |
| Participation rate | 62.0% | 73.3%-11.3pp | 79.8%-17.8pp | 69.6%-7.6pp |
| Annual return | 16.55% | 61.85%-45.3pp | 45.10%-28.6pp | 31.71%-15.2pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,315 | $3,734+15.6% | $5,047-14.5% | $3,741+15.3% |
| Admin fee / account holder | $6,625 | $6,321+4.8% | $8,930-25.8% | $5,306+24.8% |