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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 | $117,859+44.6% | $102,438+66.3% | $145,959+16.7% |
| Participation rate | 37.5% | 78.6%-41.1pp | 76.5%-39.0pp | 80.3%-42.8pp |
| Annual return | 16.74% | 31.72%-15.0pp | 29.37%-12.6pp | 561.95%-545.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,150 | $5,732-10.2% | $5,054+1.9% | $6,689-23.0% |
| Admin fee / account holder | $5,506 | $13,318-58.7% | $9,448-41.7% | $13,398-58.9% |