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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 | $246,459 | $126,661+94.6% | $113,397+117.3% | $138,895+77.4% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.5%-14.0pp | 79.9%-17.4pp |
| Annual return | 15.66% | 25.05%-9.4pp | 23.20%-7.5pp | 145.39%-129.7pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,037 | $5,693-46.6% | $5,076-40.2% | $6,396-52.5% |
| Admin fee / account holder | $4,332 | $14,549-70.2% | $11,957-63.8% | $12,562-65.5% |