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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 | $142,062 | $73,787+92.5% | $98,716+43.9% | $82,448+72.3% |
| Participation rate | 53.6% | 61.4%-7.8pp | 69.3%-15.7pp | 68.1%-14.5pp |
| Annual return | 15.36% | 18.57%-3.2pp | 31.81%-16.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,180 | $3,081-29.3% | $4,048-46.1% | $4,139-47.3% |
| Admin fee / account holder | $2,160 | $6,500-66.8% | $8,703-75.2% | $7,234-70.1% |