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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 | $172,957 | $98,776+75.1% | $149,745+15.5% | $79,856+116.6% |
| Participation rate | 23.8% | 75.8%-52.0pp | 82.5%-58.7pp | 69.6%-45.8pp |
| Annual return | 0.00% | 27.38%-27.4pp | 276.72%-276.7pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,089 | $3,217-66.2% | $4,646-76.6% | $2,471-56.0% |
| Participant deferral / active EE | $5,095 | $5,681-10.3% | $6,843-25.5% | $3,741+36.2% |
| Admin fee / account holder | $7,227 | $6,053+19.4% | $9,312-22.4% | $5,306+36.2% |