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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 | $141,727 | $75,541+87.6% | $152,093-6.8% | $82,637+71.5% |
| Participation rate | 42.9% | 66.5%-23.7pp | 77.8%-34.9pp | 68.1%-25.2pp |
| Annual return | 15.40% | 32.56%-17.2pp | 66.36%-51.0pp | 53.51%-38.1pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,723 | $3,206+78.5% | $5,451+5.0% | $4,126+38.7% |
| Admin fee / account holder | $3,173 | $6,405-50.5% | $14,497-78.1% | $7,339-56.8% |