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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 | $164,357 | $86,949+89.0% | $102,460+60.4% | $80,959+103.0% |
| Participation rate | 39.8% | 72.4%-32.6pp | 76.5%-36.7pp | 67.7%-27.9pp |
| Annual return | 10.49% | 18.89%-8.4pp | 29.47%-19.0pp | 35.67%-25.2pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,969 | $4,121-3.7% | $5,056-21.5% | $4,300-7.7% |
| Admin fee / account holder | $3,988 | $8,048-50.4% | $9,460-57.8% | $6,925-42.4% |