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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 | $166,169 | $86,949+91.1% | $102,460+62.2% | $80,959+105.3% |
| Participation rate | 63.2% | 72.4%-9.2pp | 76.5%-13.4pp | 67.7%-4.5pp |
| Annual return | 14.10% | 18.89%-4.8pp | 29.47%-15.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,978 | $4,121-3.5% | $5,056-21.3% | $4,300-7.5% |
| Admin fee / account holder | $4,388 | $8,048-45.5% | $9,460-53.6% | $6,925-36.6% |