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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 | $143,574 | $104,098+37.9% | $140,514+2.2% | $94,015+52.7% |
| Participation rate | 62.5% | 73.7%-11.2pp | 77.8%-15.3pp | 70.8%-8.3pp |
| Annual return | 10.81% | 15.14%-4.3pp | 14.36%-3.5pp | 17.84%-7.0pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,131 | $4,033-47.2% | $4,919-56.7% | $4,249-49.8% |
| Admin fee / account holder | $2,827 | $10,439-72.9% | $13,697-79.4% | $8,951-68.4% |