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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 | $80,855+102.0% | $153,416+6.4% | $86,983+87.7% |
| Participation rate | 61.5% | 64.1%-2.6pp | 74.3%-12.8pp | 69.5%-8.0pp |
| Annual return | 13.53% | 16.18%-2.6pp | 17.84%-4.3pp | 25.83%-12.3pp |
| Employer contribution / active EE | $0 | $2,308-100.0% | $3,764-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,058 | $3,333+21.8% | $4,723-14.1% | $4,194-3.2% |
| Admin fee / account holder | $3,995 | $6,908-42.2% | $13,095-69.5% | $7,856-49.2% |