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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 | $163,551 | $83,369+96.2% | $105,223+55.4% | $67,986+140.6% |
| Participation rate | 48.1% | 56.3%-8.2pp | 75.0%-27.0pp | 57.2%-9.1pp |
| Annual return | 15.72% | 24.64%-8.9pp | 180.65%-164.9pp | 31.67%-15.9pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $9,230 | $3,295+180.1% | $5,072+82.0% | $3,358+174.9% |
| Admin fee / account holder | $4,843 | $4,073+18.9% | $8,859-45.3% | $3,203+51.2% |