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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 | $95,453+85.6% | $112,040+58.1% | $82,448+114.8% |
| Participation rate | 34.4% | 72.8%-38.4pp | 76.5%-42.1pp | 68.1%-33.7pp |
| Annual return | 15.23% | 23.92%-8.7pp | 24.52%-9.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,199 | $4,224-0.6% | $5,098-17.6% | $4,139+1.4% |
| Admin fee / account holder | $4,644 | $9,013-48.5% | $12,098-61.6% | $7,234-35.8% |