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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 | $178,158 | $45,872+288.4% | $77,100+131.1% | $68,490+160.1% |
| Participation rate | 53.8% | 55.9%-2.1pp | 67.9%-14.1pp | 67.9%-14.1pp |
| Annual return | 20.66% | 1.73%+18.9pp | 42.35%-21.7pp | -7.85%+28.5pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,485 | $2,963+118.9% | $4,430+46.4% | $4,028+61.0% |
| Admin fee / account holder | $11,496 | $3,041+278.0% | $5,443+111.2% | $5,403+112.8% |