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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 | $158,318 | $39,132+304.6% | $57,196+176.8% | $62,881+151.8% |
| Participation rate | 44.7% | 70.5%-25.8pp | 75.3%-30.7pp | 69.3%-24.6pp |
| Annual return | 6.79% | 9.24%-2.4pp | 14.59%-7.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $6,321 | $1,874+237.3% | $2,683+135.6% | $2,281+177.1% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $7,973 | $2,594+207.4% | $3,141+153.9% | $4,296+85.6% |