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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 | $115,751 | $69,273+67.1% | $90,796+27.5% | $82,637+40.1% |
| Participation rate | 19.2% | 64.0%-44.8pp | 69.5%-50.3pp | 68.1%-48.8pp |
| Annual return | 14.17% | 18.37%-4.2pp | 19.29%-5.1pp | 53.51%-39.3pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $2,294-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,405 | $3,047-53.9% | $3,822-63.2% | $4,126-65.9% |
| Admin fee / account holder | $5,135 | $5,511-6.8% | $7,024-26.9% | $7,339-30.0% |