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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 | $139,679 | $70,486+98.2% | $100,535+38.9% | $79,856+74.9% |
| Participation rate | 44.6% | 73.6%-29.0pp | 79.4%-34.8pp | 69.6%-25.0pp |
| Annual return | 15.41% | 21.90%-6.5pp | 30.90%-15.5pp | 31.71%-16.3pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,687 | $5,182-9.5% | $6,271-25.3% | $3,741+25.3% |
| Admin fee / account holder | $4,554 | $4,480+1.7% | $8,085-43.7% | $5,306-14.2% |