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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 | $163,310 | $81,403+100.6% | $147,027+11.1% | $87,485+86.7% |
| Participation rate | 61.5% | 63.4%-1.9pp | 73.7%-12.2pp | 68.9%-7.4pp |
| Annual return | 13.53% | 16.51%-3.0pp | 20.23%-6.7pp | 26.06%-12.5pp |
| Employer contribution / active EE | $0 | $2,205-100.0% | $3,626-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,058 | $3,315+22.4% | $4,933-17.7% | $4,274-5.0% |
| Admin fee / account holder | $3,995 | $6,755-40.9% | $12,223-67.3% | $7,775-48.6% |