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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 | $158,274 | $165,939-4.6% | $122,354+29.4% | $147,586+7.2% |
| Participation rate | 25.0% | 79.6%-54.6pp | 71.6%-46.6pp | 82.8%-57.8pp |
| Annual return | 15.35% | 34.56%-19.2pp | 30.28%-14.9pp | 578.59%-563.2pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,479 | $4,005-38.1% | $3,287-24.6% | $5,439-54.4% |
| Admin fee / account holder | $42,449 | $7,425+471.7% | $5,479+674.8% | $10,886+289.9% |