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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 | $151,457 | $99,032+52.9% | $80,022+89.3% | $135,380+11.9% |
| Participation rate | 55.0% | 78.4%-23.4pp | 75.8%-20.8pp | 82.6%-27.6pp |
| Annual return | 5.85% | 15.39%-9.5pp | 11.22%-5.4pp | 519.81%-514.0pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,486 | $4,282-42.0% | $3,686-32.6% | $5,609-55.7% |
| Admin fee / account holder | $6,178 | $10,436-40.8% | $6,521-5.3% | $10,828-42.9% |