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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 | $157,893 | $86,940+81.6% | $102,434+54.1% | $80,935+95.1% |
| Participation rate | 35.9% | 72.4%-36.5pp | 76.5%-40.6pp | 67.7%-31.7pp |
| Annual return | 16.91% | 18.89%-2.0pp | 29.46%-12.5pp | 35.66%-18.7pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,190 | $4,121-22.6% | $5,055-36.9% | $4,299-25.8% |
| Admin fee / account holder | $23,592 | $8,047+193.2% | $9,462+149.3% | $6,924+240.7% |