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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 | $149,696 | $37,436+299.9% | $77,513+93.1% | $79,858+87.5% |
| Participation rate | 60.6% | 41.5%+19.1pp | 54.2%+6.4pp | 69.6%-9.0pp |
| Annual return | 22.95% | 39.75%-16.8pp | 54.81%-31.9pp | 31.72%-8.8pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,721 | $1,261+115.8% | $1,861+46.2% | $3,740-27.3% |
| Admin fee / account holder | $5,167 | $2,505+106.2% | $2,859+80.7% | $5,306-2.6% |