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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 | $149,640 | $127,273+17.6% | $109,895+36.2% | $167,518-10.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.2%-24.2pp | 82.1%-32.1pp |
| Annual return | 16.42% | 22.97%-6.6pp | 29.46%-13.0pp | 478.71%-462.3pp |
| Employer contribution / active EE | $390 | $3,324-88.3% | $2,843-86.3% | $4,838-91.9% |
| Participant deferral / active EE | $0 | $4,515-100.0% | $4,049-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,042 | $7,117-57.2% | $6,067-49.9% | $12,312-75.3% |