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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 | $77,814+82.1% | $158,223-10.4% | $86,983+62.9% |
| Participation rate | 42.9% | 68.4%-25.6pp | 79.2%-36.3pp | 69.5%-26.7pp |
| Annual return | 15.40% | 30.54%-15.1pp | 52.09%-36.7pp | 25.83%-10.4pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,723 | $3,270+75.0% | $5,467+4.7% | $4,194+36.5% |
| Admin fee / account holder | $3,173 | $5,879-46.0% | $16,047-80.2% | $7,856-59.6% |