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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 | $75,720+52.9% | $90,312+28.2% | $86,983+33.1% |
| Participation rate | 19.2% | 66.3%-47.0pp | 72.9%-53.7pp | 69.5%-50.3pp |
| Annual return | 14.17% | 18.55%-4.4pp | 18.90%-4.7pp | 25.83%-11.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,243-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,405 | $3,001-53.2% | $3,749-62.5% | $4,194-66.5% |
| Admin fee / account holder | $5,135 | $6,201-17.2% | $8,248-37.7% | $7,856-34.6% |