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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 | $176,507 | $43,338+307.3% | $59,887+194.7% | $64,173+175.0% |
| Participation rate | 39.1% | 69.2%-30.0pp | 74.7%-35.6pp | 69.6%-30.4pp |
| Annual return | 8.49% | -1.55%+10.0pp | 3.46%+5.0pp | 7.63%+0.9pp |
| Employer contribution / active EE | $5,017 | $2,030+147.2% | $2,722+84.3% | $2,381+110.7% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $9,746 | $3,007+224.1% | $3,591+171.4% | $4,887+99.4% |