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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 | $223,052 | $86,949+156.5% | $102,460+117.7% | $80,959+175.5% |
| Participation rate | 54.9% | 72.4%-17.5pp | 76.5%-21.6pp | 67.7%-12.7pp |
| Annual return | 13.04% | 18.89%-5.9pp | 29.47%-16.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,109 | $4,121+145.3% | $5,056+99.9% | $4,300+135.1% |
| Admin fee / account holder | $24,101 | $8,048+199.5% | $9,460+154.8% | $6,925+248.0% |