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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 | $186,078 | $57,590+223.1% | $86,233+115.8% | $82,448+125.7% |
| Participation rate | 54.5% | 57.9%-3.3pp | 69.0%-14.5pp | 68.1%-13.5pp |
| Annual return | 14.53% | 22.41%-7.9pp | 61.39%-46.9pp | 41.64%-27.1pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,087 | $3,080-32.2% | $4,559-54.2% | $4,139-49.6% |
| Admin fee / account holder | $12,355 | $4,730+161.2% | $8,342+48.1% | $7,234+70.8% |