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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 | $180,798 | $121,719+48.5% | $210,053-13.9% | $116,462+55.2% |
| Participation rate | 63.3% | 76.0%-12.7pp | 80.8%-17.5pp | 74.7%-11.4pp |
| Annual return | 21.51% | 14.29%+7.2pp | 232.76%-211.2pp | 15.65%+5.9pp |
| Employer contribution / active EE | $0 | $2,386-100.0% | $4,521-100.0% | $3,231-100.0% |
| Participant deferral / active EE | $1,907 | $3,917-51.3% | $4,238-55.0% | $3,836-50.3% |
| Admin fee / account holder | $5,628 | $13,730-59.0% | $16,990-66.9% | $12,754-55.9% |