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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 | $155,685 | $80,992+92.2% | $96,534+61.3% | $75,173+107.1% |
| Participation rate | 25.0% | 71.8%-46.8pp | 76.0%-51.0pp | 67.2%-42.2pp |
| Annual return | 24.03% | 27.05%-3.0pp | 25.88%-1.9pp | 160.72%-136.7pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,802 | $3,929-54.1% | $4,851-62.9% | $4,126-56.3% |
| Admin fee / account holder | $6,894 | $6,717+2.6% | $8,253-16.5% | $5,651+22.0% |