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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 | $141,325 | $106,524+32.7% | $152,301-7.2% | $87,485+61.5% |
| Participation rate | 42.9% | 75.8%-32.9pp | 82.4%-39.6pp | 68.9%-26.1pp |
| Annual return | 14.93% | 26.89%-12.0pp | 80.50%-65.6pp | 26.06%-11.1pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,170 | $6,525-5.4% | $8,004-22.9% | $4,274+44.4% |
| Admin fee / account holder | $15,469 | $8,287+86.7% | $14,398+7.4% | $7,775+99.0% |