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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 | $175,549 | $102,422+71.4% | $147,117+19.3% | $80,959+116.8% |
| Participation rate | 39.6% | 75.9%-36.3pp | 82.2%-42.6pp | 67.7%-28.1pp |
| Annual return | 15.00% | 135.16%-120.2pp | 420.54%-405.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,863 | $6,652-26.9% | $8,065-39.7% | $4,300+13.1% |
| Admin fee / account holder | $6,144 | $7,953-22.8% | $12,993-52.7% | $6,925-11.3% |