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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 | $142,771 | $71,215+100.5% | $93,696+52.4% | $80,935+76.4% |
| Participation rate | 41.9% | 60.4%-18.5pp | 68.7%-26.9pp | 67.7%-25.8pp |
| Annual return | 11.37% | 11.27%+0.1pp | 133.74%-122.4pp | 35.66%-24.3pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,914 | $4,037-27.8% | $4,417-34.0% | $4,299-32.2% |
| Admin fee / account holder | $112,797 | $6,958+1521.1% | $8,287+1261.2% | $6,924+1529.0% |