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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 | $146,267+58.7% | $197,124+17.7% | $82,448+181.5% |
| Participation rate | 51.9% | 84.0%-32.1pp | 86.7%-34.8pp | 68.1%-16.1pp |
| Annual return | 16.25% | 29.61%-13.4pp | 44.34%-28.1pp | 41.64%-25.4pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,705 | $7,035-4.7% | $9,135-26.6% | $4,139+62.0% |
| Admin fee / account holder | $12,132 | $14,422-15.9% | $16,298-25.6% | $7,234+67.7% |