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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 | $146,742 | $77,574+89.2% | $108,753+34.9% | $86,983+68.7% |
| Participation rate | 41.0% | 62.3%-21.3pp | 71.1%-30.1pp | 69.5%-28.5pp |
| Annual return | 11.78% | 18.42%-6.6pp | 37.47%-25.7pp | 25.83%-14.0pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,977 | $3,128+59.1% | $4,115+21.0% | $4,194+18.7% |
| Admin fee / account holder | $6,670 | $6,529+2.2% | $10,320-35.4% | $7,856-15.1% |