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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 | $232,079 | $145,431+59.6% | $211,142+9.9% | $87,485+165.3% |
| Participation rate | 51.9% | 84.7%-32.8pp | 87.3%-35.3pp | 68.9%-17.0pp |
| Annual return | 16.25% | 27.21%-11.0pp | 46.84%-30.6pp | 26.06%-9.8pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,705 | $6,859-2.2% | $9,284-27.8% | $4,274+56.9% |
| Admin fee / account holder | $12,132 | $17,052-28.8% | $19,076-36.4% | $7,775+56.0% |