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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 | $226,734 | $124,425+82.2% | $112,040+102.4% | $137,256+65.2% |
| Participation rate | 53.3% | 79.3%-26.0pp | 76.5%-23.2pp | 80.0%-26.6pp |
| Annual return | 12.54% | 24.72%-12.2pp | 24.52%-12.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,686 | $5,718-35.5% | $5,098-27.7% | $6,407-42.5% |
| Admin fee / account holder | $67,924 | $15,207+346.7% | $12,098+461.4% | $12,270+453.6% |