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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 | $143,150 | $77,472+84.8% | $100,415+42.6% | $80,959+76.8% |
| Participation rate | 52.0% | 76.9%-24.9pp | 81.5%-29.5pp | 67.7%-15.7pp |
| Annual return | 21.94% | 37.26%-15.3pp | 49.47%-27.5pp | 35.67%-13.7pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,410 | $6,818-6.0% | $8,091-20.8% | $4,300+49.0% |
| Admin fee / account holder | $29,955 | $5,885+409.0% | $7,906+278.9% | $6,925+332.5% |