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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 | $136,860+65.7% | $120,344+88.4% | $154,746+46.5% |
| Participation rate | 53.3% | 79.9%-26.6pp | 76.7%-23.4pp | 80.7%-27.4pp |
| Annual return | 12.54% | 21.38%-8.8pp | 20.30%-7.8pp | 172.34%-159.8pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,686 | $5,793-36.4% | $5,135-28.2% | $6,730-45.2% |
| Admin fee / account holder | $67,924 | $15,393+341.3% | $12,742+433.1% | $14,365+372.8% |