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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 | $180,311 | $91,198+97.7% | $178,503+1.0% | $79,856+125.8% |
| Participation rate | 67.9% | 69.2%-1.4pp | 81.9%-14.1pp | 69.6%-1.8pp |
| Annual return | 18.56% | 24.20%-5.6pp | 151.12%-132.6pp | 31.71%-13.1pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,104 | $3,237+57.7% | $5,202-1.9% | $3,741+36.5% |
| Admin fee / account holder | $1,051 | $6,748-84.4% | $13,987-92.5% | $5,306-80.2% |