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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 | $171,233 | $49,255+247.6% | $70,494+142.9% | $79,856+114.4% |
| Participation rate | 32.7% | 69.2%-36.5pp | 75.1%-42.4pp | 69.6%-36.9pp |
| Annual return | 15.06% | 30.10%-15.0pp | 109.16%-94.1pp | 31.71%-16.7pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,322 | $2,768-16.1% | $3,711-37.4% | $3,741-37.9% |
| Admin fee / account holder | $1,159 | $2,879-59.7% | $3,848-69.9% | $5,306-78.2% |