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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 | $139,731 | $56,894+145.6% | $84,753+64.9% | $62,881+122.2% |
| Participation rate | 29.0% | 68.5%-39.5pp | 76.6%-47.6pp | 69.3%-40.3pp |
| Annual return | 11.57% | 6.30%+5.3pp | 22.78%-11.2pp | 20.14%-8.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,222 | $2,709-18.0% | $3,712-40.1% | $3,203-30.6% |
| Admin fee / account holder | $27,380 | $3,581+664.6% | $5,333+413.4% | $4,296+537.4% |