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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 | $72,607+59.4% | $90,259+28.2% | $87,485+32.3% |
| Participation rate | 19.2% | 64.8%-45.6pp | 70.7%-51.5pp | 68.9%-49.7pp |
| Annual return | 14.17% | 18.59%-4.4pp | 18.88%-4.7pp | 26.06%-11.9pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,405 | $3,055-54.0% | $3,827-63.3% | $4,274-67.1% |
| Admin fee / account holder | $5,135 | $5,947-13.7% | $7,267-29.3% | $7,775-34.0% |