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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 | $142,972+62.3% | $214,702+8.1% | $86,983+166.8% |
| Participation rate | 51.9% | 84.9%-32.9pp | 87.5%-35.5pp | 69.5%-17.6pp |
| Annual return | 16.25% | 18.49%-2.2pp | 54.55%-38.3pp | 25.83%-9.6pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,705 | $6,568+2.1% | $9,147-26.7% | $4,194+59.9% |
| Admin fee / account holder | $12,132 | $17,617-31.1% | $19,830-38.8% | $7,856+54.4% |