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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 | $172,245 | $54,541+215.8% | $78,778+118.6% | $70,126+145.6% |
| Participation rate | 58.5% | 60.8%-2.3pp | 69.2%-10.7pp | 69.5%-11.0pp |
| Annual return | 20.25% | 21.07%-0.8pp | 35.62%-15.4pp | 73.15%-52.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,445 | $2,210+191.6% | $2,958+117.9% | $3,332+93.4% |
| Admin fee / account holder | $2,896 | $3,709-21.9% | $5,134-43.6% | $4,645-37.7% |