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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 | $156,388 | $70,418+122.1% | $96,570+61.9% | $85,847+82.2% |
| Participation rate | 45.9% | 61.8%-15.9pp | 69.8%-23.9pp | 69.3%-23.4pp |
| Annual return | 12.01% | 18.59%-6.6pp | 37.79%-25.8pp | 318.61%-306.6pp |
| Employer contribution / active EE | $1,484 | $1,413+5.0% | $2,357-37.0% | $2,565-42.2% |
| Participant deferral / active EE | $5,397 | $2,894+86.5% | $3,849+40.2% | $3,952+36.6% |
| Admin fee / account holder | $28,554 | $4,995+471.6% | $6,182+361.9% | $6,261+356.1% |