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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 | $169,503 | $88,360+91.8% | $145,433+16.6% | $67,986+149.3% |
| Participation rate | 45.3% | 65.5%-20.2pp | 82.1%-36.8pp | 57.2%-11.9pp |
| Annual return | 17.82% | 63.15%-45.3pp | 66.58%-48.8pp | 31.67%-13.8pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $5,494 | $5,932-7.4% | $7,897-30.4% | $3,358+63.6% |
| Admin fee / account holder | $4,804 | $3,313+45.0% | $13,129-63.4% | $3,203+50.0% |