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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 | $163,712 | $88,707+84.6% | $74,184+120.7% | $273,972-40.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 7.17% | 11.94%-4.8pp | 17.74%-10.6pp | 41.46%-34.3pp |
| Employer contribution / active EE | $5,447 | $3,159+72.4% | $2,370+129.8% | $4,869+11.9% |
| Participant deferral / active EE | $1,746 | $4,212-58.5% | $3,550-50.8% | $5,287-67.0% |
| Admin fee / account holder | $92,686 | $8,717+963.3% | $5,586+1559.4% | $10,133+814.7% |