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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 | $97,550+31.6% | $120,344+6.7% | $87,485+46.7% |
| Participation rate | 31.6% | 72.8%-41.2pp | 76.7%-45.1pp | 68.9%-37.4pp |
| Annual return | 15.41% | 18.41%-3.0pp | 20.30%-4.9pp | 26.06%-10.6pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,097 | $4,230-50.4% | $5,135-59.2% | $4,274-50.9% |
| Admin fee / account holder | $5,865 | $9,543-38.5% | $12,742-54.0% | $7,775-24.6% |