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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 | $184,225 | $106,280+73.3% | $96,538+90.8% | $139,487+32.1% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.3%-49.3pp | 80.3%-55.3pp |
| Annual return | 12.74% | 38.48%-25.7pp | 35.74%-23.0pp | 373.84%-361.1pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,565 | $5,457-34.7% | $4,880-26.9% | $6,713-46.9% |
| Admin fee / account holder | $1,723 | $7,888-78.2% | $6,737-74.4% | $11,407-84.9% |