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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 | $118,519 | $72,273+64.0% | $101,275+17.0% | $79,856+48.4% |
| Participation rate | 42.9% | 68.5%-25.6pp | 75.8%-33.0pp | 69.6%-26.8pp |
| Annual return | 14.50% | 22.30%-7.8pp | 46.48%-32.0pp | 31.71%-17.2pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,619 | $3,282-50.7% | $4,371-63.0% | $3,741-56.7% |
| Admin fee / account holder | $4,145 | $4,401-5.8% | $5,948-30.3% | $5,306-21.9% |