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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 | $149,068 | $88,707+68.0% | $74,184+100.9% | $273,972-45.6% |
| Participation rate | 10.0% | 79.4%-69.4pp | 76.6%-66.6pp | 83.0%-73.0pp |
| Annual return | 7.34% | 11.94%-4.6pp | 17.74%-10.4pp | 41.46%-34.1pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,628 | $4,212+81.1% | $3,550+114.9% | $5,287+44.3% |
| Admin fee / account holder | $501 | $8,717-94.2% | $5,586-91.0% | $10,133-95.1% |