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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 | $183,445 | $118,488+54.8% | $98,462+86.3% | $139,487+31.5% |
| Participation rate | 41.2% | 77.5%-36.3pp | 75.2%-34.0pp | 80.3%-39.2pp |
| Annual return | 11.27% | 18.96%-7.7pp | 21.17%-9.9pp | 373.84%-362.6pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,600 | $5,393-51.8% | $4,738-45.1% | $6,713-61.3% |
| Admin fee / account holder | $21,786 | $13,868+57.1% | $8,875+145.5% | $11,407+91.0% |