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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 | $86,938+89.1% | $102,423+60.5% | $80,925+103.1% |
| Participation rate | 39.8% | 72.4%-32.6pp | 76.5%-36.7pp | 67.7%-27.9pp |
| Annual return | 10.49% | 18.89%-8.4pp | 29.42%-18.9pp | 35.65%-25.2pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,969 | $4,120-3.7% | $5,054-21.5% | $4,299-7.7% |
| Admin fee / account holder | $3,988 | $8,053-50.5% | $9,455-57.8% | $6,940-42.5% |