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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 | $134,054 | $56,134+138.8% | $96,171+39.4% | $85,847+56.2% |
| Participation rate | 46.7% | 56.7%-10.0pp | 68.4%-21.8pp | 69.3%-22.7pp |
| Annual return | 19.03% | 42.30%-23.3pp | 192.04%-173.0pp | 318.61%-299.6pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,803 | $2,858+103.1% | $4,350+33.4% | $3,952+46.8% |
| Admin fee / account holder | $3,411 | $3,769-9.5% | $5,538-38.4% | $6,261-45.5% |