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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 | $165,898 | $57,119+190.4% | $85,187+94.7% | $80,935+105.0% |
| Participation rate | 17.1% | 56.4%-39.3pp | 67.5%-50.4pp | 67.7%-50.5pp |
| Annual return | 13.35% | 21.70%-8.4pp | 66.67%-53.3pp | 35.66%-22.3pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,790 | $3,115-42.5% | $4,525-60.5% | $4,299-58.4% |
| Admin fee / account holder | $106,092 | $4,990+2026.1% | $6,162+1621.8% | $6,924+1432.2% |