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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 | $167,250 | $70,430+137.5% | $96,572+73.2% | $85,851+94.8% |
| Participation rate | 48.0% | 61.8%-13.8pp | 69.8%-21.8pp | 69.3%-21.3pp |
| Annual return | 16.64% | 18.58%-1.9pp | 37.79%-21.2pp | 318.63%-302.0pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,561 | $2,894-46.1% | $3,850-59.4% | $3,952-60.5% |
| Admin fee / account holder | $5,129 | $4,996+2.7% | $6,183-17.1% | $6,261-18.1% |