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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 | $102,557 | $64,311+59.5% | $57,356+78.8% | $125,389-18.2% |
| Participation rate | 61.9% | 78.6%-16.7pp | 75.1%-13.2pp | 83.2%-21.3pp |
| Annual return | -0.86% | 25.14%-26.0pp | 24.41%-25.3pp | 282.24%-283.1pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,477 | $3,846+16.4% | $3,162+41.6% | $5,352-16.3% |
| Admin fee / account holder | $16,653 | $5,243+217.6% | $3,357+396.0% | $9,541+74.5% |