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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 | $141,524 | $84,712+67.1% | $617,696-77.1% | $84,712+67.1% |
| Participation rate | 43.4% | 58.1%-14.7pp | 78.0%-34.6pp | 58.1%-14.7pp |
| Annual return | 25.87% | 15.22%+10.7pp | -18.09%+44.0pp | 15.22%+10.7pp |
| Employer contribution / active EE | $0 | $2,451-100.0% | $4,847-100.0% | $2,451-100.0% |
| Participant deferral / active EE | $5,956 | $3,010+97.8% | $5,332+11.7% | $3,010+97.8% |
| Admin fee / account holder | $2,675 | $7,361-63.7% | $10,961-75.6% | $7,361-63.7% |