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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 | $147,186 | $54,541+169.9% | $78,778+86.8% | $70,126+109.9% |
| Participation rate | 38.3% | 60.8%-22.5pp | 69.2%-30.9pp | 69.5%-31.2pp |
| Annual return | 22.56% | 21.07%+1.5pp | 35.62%-13.1pp | 73.15%-50.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,905 | $2,210-13.8% | $2,958-35.6% | $3,332-42.8% |
| Admin fee / account holder | $307 | $3,709-91.7% | $5,134-94.0% | $4,645-93.4% |