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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 | $77,574+123.4% | $108,753+59.3% | $86,983+99.2% |
| Participation rate | 50.7% | 62.3%-11.6pp | 71.1%-20.4pp | 69.5%-18.9pp |
| Annual return | 20.74% | 18.42%+2.3pp | 37.47%-16.7pp | 25.83%-5.1pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,157 | $3,128-31.1% | $4,115-47.6% | $4,194-48.6% |
| Admin fee / account holder | $5,532 | $6,529-15.3% | $10,320-46.4% | $7,856-29.6% |