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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 | $197,042 | $117,829+67.2% | $102,423+92.4% | $145,877+35.1% |
| Participation rate | 52.6% | 78.6%-26.0pp | 76.5%-23.9pp | 80.3%-27.7pp |
| Annual return | 17.90% | 31.83%-13.9pp | 29.42%-11.5pp | 551.28%-533.4pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,650 | $5,732-18.9% | $5,054-8.0% | $6,691-30.5% |
| Admin fee / account holder | $55,968 | $13,335+319.7% | $9,455+492.0% | $13,402+317.6% |