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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 | $172,085 | $131,835+30.5% | $108,582+58.5% | $273,972-37.2% |
| Participation rate | 27.8% | 83.5%-55.7pp | 79.6%-51.8pp | 83.0%-55.2pp |
| Annual return | 2.63% | -91.57%+94.2pp | -51.70%+54.3pp | 41.46%-38.8pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,756 | $5,127-7.2% | $4,311+10.3% | $5,287-10.0% |
| Admin fee / account holder | $50,862 | $10,253+396.1% | $7,645+565.3% | $10,133+402.0% |