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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 | $199,945 | $77,920+156.6% | $149,723+33.5% | $75,177+166.0% |
| Participation rate | 50.0% | 65.6%-15.6pp | 78.8%-28.8pp | 67.2%-17.2pp |
| Annual return | 16.75% | 31.72%-15.0pp | 134.50%-117.8pp | 160.75%-144.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,046 | $3,411+47.9% | $5,682-11.2% | $4,126+22.3% |
| Admin fee / account holder | $9,161 | $5,951+53.9% | $13,215-30.7% | $5,651+62.1% |