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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 | $174,434 | $93,598+86.4% | $135,974+28.3% | $75,173+132.0% |
| Participation rate | 48.6% | 75.2%-26.6pp | 81.9%-33.3pp | 67.2%-18.6pp |
| Annual return | 19.35% | 30.89%-11.5pp | 68.30%-49.0pp | 160.72%-141.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,465 | $6,405+47.8% | $7,760+22.0% | $4,126+129.4% |
| Admin fee / account holder | $22,332 | $6,978+220.0% | $10,767+107.4% | $5,651+295.2% |