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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 | $146,909 | $72,027+104.0% | $185,861-21.0% | $79,856+84.0% |
| Participation rate | 60.0% | 65.8%-5.8pp | 78.0%-18.0pp | 69.6%-9.6pp |
| Annual return | 14.99% | 23.13%-8.1pp | 35.96%-21.0pp | 31.71%-16.7pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,457 | $3,780-35.0% | $5,634-56.4% | $3,741-34.3% |
| Admin fee / account holder | $10,458 | $4,513+131.7% | $9,503+10.0% | $5,306+97.1% |