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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 | $83,898+106.5% | $133,346+30.0% | $94,015+84.3% |
| Participation rate | 50.7% | 63.4%-12.7pp | 72.8%-22.2pp | 70.8%-20.1pp |
| Annual return | 20.74% | 16.00%+4.7pp | 36.85%-16.1pp | 17.84%+2.9pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,157 | $3,245-33.5% | $4,332-50.2% | $4,249-49.3% |
| Admin fee / account holder | $5,532 | $7,809-29.2% | $14,264-61.2% | $8,951-38.2% |