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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 | $177,134 | $97,550+81.6% | $120,344+47.2% | $87,485+102.5% |
| Participation rate | 34.4% | 72.8%-38.5pp | 76.7%-42.3pp | 68.9%-34.6pp |
| Annual return | 15.23% | 18.41%-3.2pp | 20.30%-5.1pp | 26.06%-10.8pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,199 | $4,230-0.7% | $5,135-18.2% | $4,274-1.8% |
| Admin fee / account holder | $4,644 | $9,543-51.3% | $12,742-63.6% | $7,775-40.3% |