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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 | $191,209 | $91,760+108.4% | $156,181+22.4% | $67,986+181.2% |
| Participation rate | 36.0% | 65.0%-29.0pp | 78.8%-42.8pp | 57.2%-21.2pp |
| Annual return | 14.63% | 18.14%-3.5pp | 64.87%-50.2pp | 31.67%-17.0pp |
| Employer contribution / active EE | $0 | $2,419-100.0% | $4,294-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $4,978 | $3,960+25.7% | $6,132-18.8% | $3,358+48.2% |
| Admin fee / account holder | $4,729 | $3,949+19.8% | $14,586-67.6% | $3,203+47.6% |