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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 | $178,818 | $72,492+146.7% | $87,104+105.3% | $72,975+145.0% |
| Participation rate | 53.8% | 72.8%-19.0pp | 76.9%-23.0pp | 69.5%-15.6pp |
| Annual return | 25.93% | 24.46%+1.5pp | 28.19%-2.3pp | 81.01%-55.1pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,494 | $3,270+159.8% | $4,048+109.8% | $3,608+135.4% |
| Admin fee / account holder | $4,685 | $5,055-7.3% | $7,491-37.5% | $5,124-8.6% |