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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 | $77,896+109.7% | $134,172+21.7% | $82,448+98.1% |
| Participation rate | 61.5% | 62.8%-1.3pp | 72.5%-10.9pp | 68.1%-6.5pp |
| Annual return | 13.53% | 18.21%-4.7pp | 25.30%-11.8pp | 41.64%-28.1pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,058 | $3,162+28.3% | $4,690-13.5% | $4,139-2.0% |
| Admin fee / account holder | $3,995 | $6,336-37.0% | $12,016-66.8% | $7,234-44.8% |