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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 | $160,497 | $83,898+91.3% | $133,346+20.4% | $94,015+70.7% |
| Participation rate | 41.9% | 63.4%-21.5pp | 72.8%-31.0pp | 70.8%-29.0pp |
| Annual return | 11.33% | 16.00%-4.7pp | 36.85%-25.5pp | 17.84%-6.5pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,024 | $3,245+24.0% | $4,332-7.1% | $4,249-5.3% |
| Admin fee / account holder | $43,524 | $7,809+457.4% | $14,264+205.1% | $8,951+386.2% |