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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 | $195,120 | $97,550+100.0% | $120,344+62.1% | $87,485+123.0% |
| Participation rate | 39.4% | 72.8%-33.4pp | 76.7%-37.3pp | 68.9%-29.5pp |
| Annual return | 13.19% | 18.41%-5.2pp | 20.30%-7.1pp | 26.06%-12.9pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,901 | $4,230-31.4% | $5,135-43.5% | $4,274-32.1% |
| Admin fee / account holder | $11,870 | $9,543+24.4% | $12,742-6.8% | $7,775+52.7% |