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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 | $173,292 | $76,834+125.5% | $108,359+59.9% | $87,485+98.1% |
| Participation rate | 50.7% | 61.7%-11.0pp | 70.1%-19.4pp | 68.9%-18.2pp |
| Annual return | 20.74% | 19.09%+1.7pp | 36.89%-16.2pp | 26.06%-5.3pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,157 | $3,100-30.4% | $4,137-47.9% | $4,274-49.5% |
| Admin fee / account holder | $5,532 | $6,537-15.4% | $9,741-43.2% | $7,775-28.8% |