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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 | $145,351 | $73,787+97.0% | $98,716+47.2% | $82,448+76.3% |
| Participation rate | 19.1% | 61.4%-42.3pp | 69.3%-50.2pp | 68.1%-49.0pp |
| Annual return | 15.87% | 18.57%-2.7pp | 31.81%-15.9pp | 41.64%-25.8pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,717 | $3,081-44.3% | $4,048-57.6% | $4,139-58.5% |
| Admin fee / account holder | $1,278 | $6,500-80.3% | $8,703-85.3% | $7,234-82.3% |