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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 | $77,358+124.6% | $102,184+70.0% | $87,485+98.6% |
| Participation rate | 50.9% | 78.7%-27.7pp | 82.6%-31.7pp | 68.9%-18.0pp |
| Annual return | 16.21% | 41.11%-24.9pp | 31.58%-15.4pp | 26.06%-9.9pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,104 | $6,753-24.4% | $8,309-38.6% | $4,274+19.4% |
| Admin fee / account holder | $10,724 | $6,809+57.5% | $11,609-7.6% | $7,775+37.9% |