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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 | $117,895+47.4% | $102,460+69.6% | $145,897+19.1% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 9.94% | 31.92%-22.0pp | 29.47%-19.5pp | 552.29%-542.3pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,395 | $5,736-40.8% | $5,056-32.8% | $6,689-49.2% |
| Admin fee / account holder | $4,514 | $13,353-66.2% | $9,460-52.3% | $13,390-66.3% |