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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 | $143,668 | $102,385+40.3% | $147,080-2.3% | $80,935+77.5% |
| Participation rate | 55.8% | 75.9%-20.1pp | 82.2%-26.4pp | 67.7%-11.9pp |
| Annual return | 15.40% | 135.09%-119.7pp | 420.17%-404.8pp | 35.66%-20.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,433 | $6,651-3.3% | $8,066-20.3% | $4,299+49.6% |
| Admin fee / account holder | $18,888 | $7,951+137.5% | $12,989+45.4% | $6,924+172.8% |