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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 | $64,010+118.7% | $108,359+29.2% | $64,340+117.6% |
| Participation rate | 25.7% | 49.4%-23.6pp | 70.1%-44.4pp | 55.2%-29.5pp |
| Annual return | 17.59% | 19.74%-2.2pp | 36.89%-19.3pp | 24.14%-6.6pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,399-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,612 | $2,395-32.7% | $4,137-61.0% | $2,980-45.9% |
| Admin fee / account holder | $3,364 | $4,885-31.1% | $9,741-65.5% | $3,703-9.1% |