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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 | $194,216 | $86,949+123.4% | $102,460+89.6% | $80,959+139.9% |
| Participation rate | 34.1% | 72.4%-38.3pp | 76.5%-42.4pp | 67.7%-33.6pp |
| Annual return | 17.33% | 18.89%-1.6pp | 29.47%-12.1pp | 35.67%-18.3pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,575 | $4,121-37.5% | $5,056-49.1% | $4,300-40.1% |
| Admin fee / account holder | $4,926 | $8,048-38.8% | $9,460-47.9% | $6,925-28.9% |