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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 | $196,046 | $89,259+119.6% | $107,187+82.9% | $82,637+137.2% |
| Participation rate | 38.1% | 67.9%-29.8pp | 75.0%-36.9pp | 68.1%-30.0pp |
| Annual return | 14.62% | 21.02%-6.4pp | 204.55%-189.9pp | 53.51%-38.9pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,596 | $4,037-35.7% | $5,096-49.1% | $4,126-37.1% |
| Admin fee / account holder | $8,953 | $7,381+21.3% | $9,162-2.3% | $7,339+22.0% |