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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 | $122,962+16.0% | $71,585+99.2% | $138,895+2.7% |
| Participation rate | 50.0% | 68.9%-18.9pp | 68.2%-18.2pp | 79.9%-29.9pp |
| Annual return | 10.38% | 37.84%-27.5pp | 59.26%-48.9pp | 145.39%-135.0pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $1,669-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,293 | $4,311+69.2% | $2,923+149.5% | $6,396+14.0% |
| Admin fee / account holder | $1,667 | $6,488-74.3% | $4,712-64.6% | $12,562-86.7% |