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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 | $187,756 | $78,423+139.4% | $95,964+95.7% | $79,856+135.1% |
| Participation rate | 63.0% | 73.5%-10.5pp | 77.1%-14.1pp | 69.6%-6.7pp |
| Annual return | 14.70% | 19.37%-4.7pp | 91.64%-76.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,227 | $3,440+22.9% | $4,167+1.4% | $3,741+13.0% |
| Admin fee / account holder | $2,807 | $5,622-50.1% | $6,797-58.7% | $5,306-47.1% |