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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 | $235,380 | $136,860+72.0% | $120,344+95.6% | $154,746+52.1% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.7%-26.7pp | 80.7%-30.7pp |
| Annual return | 10.11% | 21.38%-11.3pp | 20.30%-10.2pp | 172.34%-162.2pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,941 | $5,793-14.7% | $5,135-3.8% | $6,730-26.6% |
| Admin fee / account holder | $6,078 | $15,393-60.5% | $12,742-52.3% | $14,365-57.7% |