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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 | $110,636 | $91,120+21.4% | $161,149-31.3% | $64,097+72.6% |
| Participation rate | 39.7% | 62.2%-22.5pp | 78.8%-39.1pp | 55.2%-15.5pp |
| Annual return | 17.22% | 17.95%-0.7pp | 21.16%-3.9pp | 34.64%-17.4pp |
| Employer contribution / active EE | $0 | $2,284-100.0% | $4,360-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,558 | $3,708-31.0% | $6,153-58.4% | $3,080-17.0% |
| Admin fee / account holder | $2,974 | $4,535-34.4% | $15,194-80.4% | $3,454-13.9% |