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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 | $100,194+76.8% | $122,979+44.0% | $86,983+103.6% |
| Participation rate | 34.4% | 73.0%-38.6pp | 77.2%-42.8pp | 69.5%-35.2pp |
| Annual return | 15.23% | 16.47%-1.2pp | 20.12%-4.9pp | 25.83%-10.6pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,199 | $4,133+1.6% | $5,003-16.1% | $4,194+0.1% |
| Admin fee / account holder | $4,644 | $10,148-54.2% | $12,864-63.9% | $7,856-40.9% |