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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 | $57,061+190.7% | $85,063+95.0% | $80,911+105.0% |
| Participation rate | 17.1% | 56.3%-39.2pp | 67.5%-50.4pp | 67.6%-50.5pp |
| Annual return | 13.35% | 21.66%-8.3pp | 66.54%-53.2pp | 35.63%-22.3pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,790 | $3,110-42.5% | $4,523-60.4% | $4,297-58.4% |
| Admin fee / account holder | $106,092 | $4,986+2027.7% | $6,155+1623.7% | $6,935+1429.9% |