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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 | $144,000 | $72,027+99.9% | $185,835-22.5% | $79,852+80.3% |
| Participation rate | 52.4% | 65.8%-13.3pp | 78.0%-25.6pp | 69.6%-17.2pp |
| Annual return | 14.07% | 23.13%-9.1pp | 35.96%-21.9pp | 31.72%-17.6pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,709 | $3,780-1.9% | $5,633-34.2% | $3,740-0.8% |
| Admin fee / account holder | $5,304 | $4,513+17.5% | $9,502-44.2% | $5,3060% |