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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 | $222,882-36.0% | $182,153-21.7% | $198,609-28.2% |
| Participation rate | 50.0% | 67.8%-17.8pp | 65.7%-15.7pp | 82.4%-32.4pp |
| Annual return | 10.38% | 38.53%-28.1pp | 35.04%-24.7pp | 202.70%-192.3pp |
| Employer contribution / active EE | $0 | $2,741-100.0% | $2,593-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,293 | $4,212+73.1% | $3,776+93.1% | $6,977+4.5% |
| Admin fee / account holder | $1,667 | $8,972-81.4% | $9,477-82.4% | $19,030-91.2% |