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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 | $231,637 | $77,472+199.0% | $100,415+130.7% | $80,959+186.1% |
| Participation rate | 38.5% | 76.9%-38.5pp | 81.5%-43.1pp | 67.7%-29.2pp |
| Annual return | 14.11% | 37.26%-23.2pp | 49.47%-35.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,017 | $6,818-41.1% | $8,091-50.4% | $4,300-6.6% |
| Admin fee / account holder | $1,553 | $5,885-73.6% | $7,906-80.4% | $6,925-77.6% |