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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 | $76,391 | $116,203-34.3% | $93,621-18.4% | $152,897-50.0% |
| Participation rate | 45.0% | 78.1%-33.1pp | 75.8%-30.8pp | 82.5%-37.5pp |
| Annual return | 21.68% | 35.96%-14.3pp | 32.76%-11.1pp | 345.43%-323.7pp |
| Employer contribution / active EE | $4,504 | $3,219+39.9% | $2,719+65.7% | $4,764-5.5% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $87,277 | $10,751+711.8% | $7,890+1006.2% | $11,599+652.4% |