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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 | $190,963 | $87,106+119.2% | $105,607+80.8% | $80,935+135.9% |
| Participation rate | 43.5% | 70.4%-27.0pp | 75.3%-31.8pp | 67.7%-24.2pp |
| Annual return | 15.35% | 17.01%-1.7pp | 116.11%-100.8pp | 35.66%-20.3pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,252 | $3,986-43.5% | $5,011-55.1% | $4,299-47.6% |
| Admin fee / account holder | $5,749 | $8,447-31.9% | $10,958-47.5% | $6,924-17.0% |