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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 | $219,326 | $81,334+169.7% | $113,397+93.4% | $64,097+242.2% |
| Participation rate | 41.3% | 65.6%-24.4pp | 76.5%-35.2pp | 55.2%-13.9pp |
| Annual return | 15.84% | 32.50%-16.7pp | 23.20%-7.4pp | 34.64%-18.8pp |
| Employer contribution / active EE | $0 | $2,077-100.0% | $2,977-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,999 | $3,795-21.0% | $5,076-40.9% | $3,080-2.6% |
| Admin fee / account holder | $8,133 | $4,208+93.3% | $11,957-32.0% | $3,454+135.4% |