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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 | $170,371 | $117,895+44.5% | $102,460+66.3% | $145,897+16.8% |
| Participation rate | 37.5% | 78.6%-41.1pp | 76.5%-39.0pp | 80.3%-42.8pp |
| Annual return | 16.74% | 31.92%-15.2pp | 29.47%-12.7pp | 552.29%-535.6pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,150 | $5,736-10.2% | $5,056+1.9% | $6,689-23.0% |
| Admin fee / account holder | $5,506 | $13,353-58.8% | $9,460-41.8% | $13,390-58.9% |