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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 | $114,892 | $77,901+47.5% | $149,717-23.3% | $75,181+52.8% |
| Participation rate | 23.3% | 65.6%-42.2pp | 78.8%-55.4pp | 67.2%-43.9pp |
| Annual return | 20.25% | 31.73%-11.5pp | 134.41%-114.2pp | 160.69%-140.4pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,001 | $3,411+46.6% | $5,682-12.0% | $4,126+21.2% |
| Admin fee / account holder | $11,214 | $5,949+88.5% | $13,213-15.1% | $5,650+98.5% |