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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 | $196,995 | $70,418+179.8% | $96,570+104.0% | $85,847+129.5% |
| Participation rate | 40.0% | 61.8%-21.8pp | 69.8%-29.8pp | 69.3%-29.3pp |
| Annual return | 14.47% | 18.59%-4.1pp | 37.79%-23.3pp | 318.61%-304.1pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,628 | $2,894-43.7% | $3,849-57.7% | $3,952-58.8% |
| Admin fee / account holder | $800 | $4,995-84.0% | $6,182-87.1% | $6,261-87.2% |