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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 | $144,919 | $71,230+103.5% | $93,727+54.6% | $80,959+79.0% |
| Participation rate | 36.0% | 60.4%-24.4pp | 68.7%-32.8pp | 67.7%-31.7pp |
| Annual return | 18.26% | 11.26%+7.0pp | 133.83%-115.6pp | 35.67%-17.4pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,824 | $4,037-5.3% | $4,417-13.4% | $4,300-11.1% |
| Admin fee / account holder | $2,689 | $6,961-61.4% | $8,292-67.6% | $6,925-61.2% |