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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 | $142,074 | $58,493+142.9% | $84,021+69.1% | $72,975+94.7% |
| Participation rate | 41.9% | 61.2%-19.3pp | 69.0%-27.1pp | 69.5%-27.6pp |
| Annual return | 24.93% | 28.93%-4.0pp | 71.32%-46.4pp | 81.01%-56.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,725 | $2,394-27.9% | $3,239-46.7% | $3,608-52.2% |
| Admin fee / account holder | $5,061 | $4,569+10.8% | $6,102-17.1% | $5,124-1.2% |