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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 | $176,919 | $92,219+91.8% | $76,767+130.5% | $135,380+30.7% |
| Participation rate | 42.9% | 79.8%-36.9pp | 77.0%-34.1pp | 82.6%-39.8pp |
| Annual return | 1.87% | 5.46%-3.6pp | 2.43%-0.6pp | 519.81%-517.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,443 | $4,508-45.8% | $3,852-36.6% | $5,609-56.4% |
| Admin fee / account holder | $1,213 | $10,749-88.7% | $6,675-81.8% | $10,828-88.8% |