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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 | $173,982 | $124,351+39.9% | $109,188+59.3% | $167,553+3.8% |
| Participation rate | 30.0% | 79.4%-49.4pp | 75.9%-45.9pp | 82.1%-52.1pp |
| Annual return | 11.54% | 26.04%-14.5pp | 25.76%-14.2pp | 478.89%-467.4pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,712 | $5,257-29.4% | $4,654-20.2% | $6,343-41.5% |
| Admin fee / account holder | $113,666 | $7,975+1325.3% | $6,755+1582.6% | $12,316+822.9% |