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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 | $219,914 | $138,385+58.9% | $184,243+19.4% | $80,925+171.8% |
| Participation rate | 51.3% | 83.9%-32.6pp | 86.8%-35.5pp | 67.7%-16.4pp |
| Annual return | 13.84% | 20.02%-6.2pp | 28.82%-15.0pp | 35.65%-21.8pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,417 | $7,075-37.6% | $9,132-51.6% | $4,299+2.8% |
| Admin fee / account holder | $2,990 | $10,489-71.5% | $13,914-78.5% | $6,940-56.9% |