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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 | $128,352 | $95,453+34.5% | $112,040+14.6% | $82,448+55.7% |
| Participation rate | 31.6% | 72.8%-41.2pp | 76.5%-44.9pp | 68.1%-36.5pp |
| Annual return | 15.41% | 23.92%-8.5pp | 24.52%-9.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,097 | $4,224-50.3% | $5,098-58.9% | $4,139-49.3% |
| Admin fee / account holder | $5,865 | $9,013-34.9% | $12,098-51.5% | $7,234-18.9% |