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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 | $170,359 | $117,846+44.6% | $102,434+66.3% | $145,884+16.8% |
| Participation rate | 41.7% | 78.6%-37.0pp | 76.5%-34.8pp | 80.3%-38.6pp |
| Annual return | 13.70% | 31.90%-18.2pp | 29.46%-15.8pp | 551.85%-538.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,167 | $5,733-62.2% | $5,055-57.1% | $6,690-67.6% |
| Admin fee / account holder | $6,190 | $13,356-53.7% | $9,462-34.6% | $13,392-53.8% |