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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 | $141,686 | $70,486+101.0% | $100,528+40.9% | $79,852+77.4% |
| Participation rate | 51.9% | 73.6%-21.8pp | 79.4%-27.6pp | 69.6%-17.8pp |
| Annual return | 13.74% | 21.90%-8.2pp | 30.90%-17.2pp | 31.72%-18.0pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,865 | $5,182-44.7% | $6,271-54.3% | $3,740-23.4% |
| Admin fee / account holder | $1,718 | $4,480-61.6% | $8,084-78.7% | $5,306-67.6% |