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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 | $164,929 | $232,540-29.1% | $185,117-10.9% | $147,586+11.8% |
| Participation rate | 38.1% | 82.4%-44.3pp | 77.3%-39.2pp | 82.8%-44.7pp |
| Annual return | 21.00% | 43.03%-22.0pp | 40.50%-19.5pp | 578.59%-557.6pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,460 | $5,834-57.8% | $5,045-51.2% | $5,439-54.8% |
| Admin fee / account holder | $3,724 | $10,275-63.8% | $8,159-54.4% | $10,886-65.8% |