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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 | $213,225 | $71,230+199.3% | $93,727+127.5% | $80,959+163.4% |
| Participation rate | 38.2% | 60.4%-22.2pp | 68.7%-30.5pp | 67.7%-29.4pp |
| Annual return | 16.88% | 11.26%+5.6pp | 133.83%-117.0pp | 35.67%-18.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,558 | $4,037-61.4% | $4,417-64.7% | $4,300-63.8% |
| Admin fee / account holder | $17,472 | $6,961+151.0% | $8,292+110.7% | $6,925+152.3% |