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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 | $163,483 | $45,050+262.9% | $63,018+159.4% | $70,126+133.1% |
| Participation rate | 44.7% | 69.5%-24.8pp | 74.8%-30.1pp | 69.5%-24.9pp |
| Annual return | 11.86% | 18.76%-6.9pp | 87.62%-75.8pp | 73.15%-61.3pp |
| Employer contribution / active EE | $5,052 | $2,052+146.2% | $2,761+83.0% | $2,343+115.7% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $15,938 | $2,834+462.4% | $3,601+342.6% | $4,645+243.1% |