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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 | $168,442 | $71,230+136.5% | $93,727+79.7% | $80,959+108.1% |
| Participation rate | 39.3% | 60.4%-21.1pp | 68.7%-29.4pp | 67.7%-28.4pp |
| Annual return | 18.65% | 11.26%+7.4pp | 133.83%-115.2pp | 35.67%-17.0pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,398 | $4,037-65.4% | $4,417-68.3% | $4,300-67.5% |
| Admin fee / account holder | $45,426 | $6,961+552.6% | $8,292+447.9% | $6,925+555.9% |