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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 | $173,712 | $78,520+121.2% | $96,576+79.9% | $82,448+110.7% |
| Participation rate | 50.9% | 77.7%-26.8pp | 81.4%-30.5pp | 68.1%-17.1pp |
| Annual return | 16.21% | 41.30%-25.1pp | 38.47%-22.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,104 | $6,754-24.4% | $7,956-35.8% | $4,139+23.3% |
| Admin fee / account holder | $10,724 | $13,455-20.3% | $11,381-5.8% | $7,234+48.2% |