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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 | $100,194+94.7% | $122,979+58.7% | $86,983+124.3% |
| Participation rate | 39.4% | 73.0%-33.6pp | 77.2%-37.8pp | 69.5%-30.1pp |
| Annual return | 13.19% | 16.47%-3.3pp | 20.12%-6.9pp | 25.83%-12.6pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,901 | $4,133-29.8% | $5,003-42.0% | $4,194-30.8% |
| Admin fee / account holder | $11,870 | $10,148+17.0% | $12,864-7.7% | $7,856+51.1% |