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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 | $130,161 | $54,763+137.7% | $90,324+44.1% | $72,976+78.4% |
| Participation rate | 27.9% | 65.2%-37.2pp | 73.3%-45.4pp | 69.5%-41.6pp |
| Annual return | 25.04% | 30.63%-5.6pp | 78.15%-53.1pp | 81.02%-56.0pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,247 | $2,887-56.8% | $3,885-67.9% | $3,608-65.4% |
| Admin fee / account holder | $1,011 | $3,973-74.6% | $5,356-81.1% | $5,124-80.3% |