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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 | $181,409 | $211,946-14.4% | $169,452+7.1% | $135,380+34.0% |
| Participation rate | 38.9% | 82.6%-43.7pp | 77.8%-38.9pp | 82.6%-43.8pp |
| Annual return | -1.02% | 3.26%-4.3pp | 1.83%-2.8pp | 519.81%-520.8pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,585 | $6,075-41.0% | $5,277-32.1% | $5,609-36.1% |
| Admin fee / account holder | $10,435 | $11,472-9.0% | $9,110+14.5% | $10,828-3.6% |