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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 | $173,733 | $117,829+47.4% | $102,423+69.6% | $145,877+19.1% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 9.94% | 31.83%-21.9pp | 29.42%-19.5pp | 551.28%-541.3pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,395 | $5,732-40.8% | $5,054-32.8% | $6,691-49.2% |
| Admin fee / account holder | $4,514 | $13,335-66.2% | $9,455-52.3% | $13,402-66.3% |