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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 | $176,634 | $63,949+176.2% | $129,031+36.9% | $94,015+87.9% |
| Participation rate | 13.9% | 63.4%-49.5pp | 73.4%-59.4pp | 70.8%-56.9pp |
| Annual return | 17.05% | 17.56%-0.5pp | 34.67%-17.6pp | 17.84%-0.8pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $3,226-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,201 | $3,686-67.4% | $5,217-77.0% | $4,249-71.7% |
| Admin fee / account holder | $2,174 | $5,523-60.6% | $13,208-83.5% | $8,951-75.7% |