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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 | $121,568 | $48,364+151.4% | $71,796+69.3% | $62,881+93.3% |
| Participation rate | 50.0% | 60.6%-10.6pp | 69.1%-19.1pp | 69.3%-19.3pp |
| Annual return | 7.08% | 13.16%-6.1pp | 78.04%-71.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,921 | $2,091-8.1% | $2,794-31.3% | $3,203-40.0% |
| Admin fee / account holder | $352 | $3,771-90.7% | $4,815-92.7% | $4,296-91.8% |