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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 | $142,583 | $116,167+22.7% | $64,489+121.1% | $137,256+3.9% |
| Participation rate | 50.0% | 68.2%-18.2pp | 67.7%-17.7pp | 80.0%-30.0pp |
| Annual return | 10.38% | 36.55%-26.2pp | 55.03%-44.6pp | 220.34%-210.0pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,293 | $4,215+73.0% | $2,778+162.5% | $6,407+13.8% |
| Admin fee / account holder | $1,667 | $6,188-73.1% | $4,260-60.9% | $12,270-86.4% |