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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 | $240,636 | $146,267+64.5% | $197,124+22.1% | $82,448+191.9% |
| Participation rate | 60.0% | 84.0%-24.0pp | 86.7%-26.7pp | 68.1%-8.1pp |
| Annual return | 14.87% | 29.61%-14.7pp | 44.34%-29.5pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,193 | $7,035-26.2% | $9,135-43.2% | $4,139+25.5% |
| Admin fee / account holder | $1,200 | $14,422-91.7% | $16,298-92.6% | $7,234-83.4% |