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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 | $146,065 | $55,713+162.2% | $75,901+92.4% | $72,975+100.2% |
| Participation rate | 31.7% | 61.1%-29.4pp | 69.3%-37.6pp | 69.5%-37.8pp |
| Annual return | 20.41% | 27.60%-7.2pp | 30.76%-10.4pp | 81.01%-60.6pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,832 | $2,634-30.4% | $3,603-49.2% | $3,608-49.2% |
| Admin fee / account holder | $2,733 | $3,980-31.3% | $5,420-49.6% | $5,124-46.7% |