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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 | $179,308 | $127,790+40.3% | $106,554+68.3% | $167,553+7.0% |
| Participation rate | 50.0% | 78.3%-28.3pp | 76.1%-26.1pp | 82.1%-32.1pp |
| Annual return | 13.70% | 33.88%-20.2pp | 26.80%-13.1pp | 478.89%-465.2pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,925 | $5,088-42.5% | $4,398-33.5% | $6,343-53.9% |
| Admin fee / account holder | $1,205 | $11,231-89.3% | $7,408-83.7% | $12,316-90.2% |