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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 | $190,601 | $101,763+87.3% | $164,866+15.6% | $80,874+135.7% |
| Participation rate | 45.2% | 71.8%-26.6pp | 78.6%-33.4pp | 67.6%-22.4pp |
| Annual return | 11.75% | 16.73%-5.0pp | 69.97%-58.2pp | 35.62%-23.9pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,570 | $4,477+2.1% | $6,033-24.3% | $4,297+6.4% |
| Admin fee / account holder | $27,140 | $8,228+229.8% | $12,689+113.9% | $6,935+291.3% |