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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 | $151,427-5.8% | $112,860+26.3% | $154,746-7.9% |
| Participation rate | 50.0% | 69.1%-19.1pp | 66.3%-16.3pp | 80.7%-30.7pp |
| Annual return | 10.38% | 30.95%-20.6pp | 35.26%-24.9pp | 172.34%-162.0pp |
| Employer contribution / active EE | $0 | $2,750-100.0% | $2,206-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,293 | $4,285+70.2% | $3,493+108.8% | $6,730+8.4% |
| Admin fee / account holder | $1,667 | $7,369-77.4% | $6,841-75.6% | $14,365-88.4% |