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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 | $57,590+206.7% | $86,233+104.8% | $82,448+114.2% |
| Participation rate | 13.9% | 57.9%-43.9pp | 69.0%-55.1pp | 68.1%-54.1pp |
| Annual return | 17.05% | 22.41%-5.4pp | 61.39%-44.3pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,201 | $3,080-61.0% | $4,559-73.7% | $4,139-71.0% |
| Admin fee / account holder | $2,174 | $4,730-54.0% | $8,342-73.9% | $7,234-69.9% |