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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 | $148,460 | $91,086+63.0% | $203,872-27.2% | $86,983+70.7% |
| Participation rate | 27.1% | 65.8%-38.7pp | 77.8%-50.7pp | 69.5%-42.4pp |
| Annual return | 12.61% | 22.30%-9.7pp | 85.11%-72.5pp | 25.83%-13.2pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,757-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,020 | $4,0190% | $6,388-37.1% | $4,194-4.1% |
| Admin fee / account holder | $9,996 | $8,987+11.2% | $11,730-14.8% | $7,856+27.2% |