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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 | $143,743 | $114,712+25.3% | $173,730-17.3% | $87,485+64.3% |
| Participation rate | 46.6% | 73.0%-26.4pp | 79.6%-33.0pp | 68.9%-22.4pp |
| Annual return | 17.05% | 20.18%-3.1pp | 19.96%-2.9pp | 26.06%-9.0pp |
| Employer contribution / active EE | $3,970 | $2,904+36.7% | $4,577-13.3% | $2,596+52.9% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,114 | $10,210-89.1% | $17,523-93.6% | $7,775-85.7% |