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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 | $162,807 | $53,837+202.4% | $75,717+115.0% | $85,856+89.6% |
| Participation rate | 52.9% | 69.1%-16.2pp | 74.8%-22.0pp | 69.3%-16.5pp |
| Annual return | 15.39% | 24.54%-9.1pp | 104.58%-89.2pp | 318.58%-303.2pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,925 | $2,895-33.5% | $3,821-49.6% | $3,952-51.3% |
| Admin fee / account holder | $15,771 | $3,341+372.0% | $3,619+335.8% | $6,261+151.9% |