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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 | $161,284 | $94,031+71.5% | $115,768+39.3% | $82,448+95.6% |
| Participation rate | 45.5% | 70.4%-25.0pp | 74.4%-28.9pp | 68.1%-22.6pp |
| Annual return | 15.26% | 20.61%-5.4pp | 100.46%-85.2pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,782 | $3,972-55.1% | $4,917-63.8% | $4,139-57.0% |
| Admin fee / account holder | $5,883 | $10,249-42.6% | $12,439-52.7% | $7,234-18.7% |