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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 | $185,109 | $78,015+137.3% | $178,505+3.7% | $80,959+128.6% |
| Participation rate | 56.7% | 65.7%-9.0pp | 77.1%-20.5pp | 67.7%-11.0pp |
| Annual return | 15.47% | 18.10%-2.6pp | 27.16%-11.7pp | 35.67%-20.2pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,001 | $4,406-9.2% | $6,280-36.3% | $4,300-7.0% |
| Admin fee / account holder | $24,660 | $7,160+244.4% | $10,428+136.5% | $6,925+256.1% |