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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 | $139,997 | $65,246+114.6% | $98,716+41.8% | $67,986+105.9% |
| Participation rate | 25.7% | 51.4%-25.7pp | 69.3%-43.6pp | 57.2%-31.5pp |
| Annual return | 17.59% | 20.58%-3.0pp | 31.81%-14.2pp | 31.67%-14.1pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,612 | $2,594-37.9% | $4,048-60.2% | $3,358-52.0% |
| Admin fee / account holder | $3,364 | $4,561-26.2% | $8,703-61.3% | $3,203+5.0% |