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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 | $167,415+40.6% | $140,514+67.5% | $198,609+18.5% |
| Participation rate | 50.0% | 80.9%-30.9pp | 77.8%-27.8pp | 82.4%-32.4pp |
| Annual return | 10.11% | 13.85%-3.7pp | 14.36%-4.2pp | 202.70%-192.6pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,941 | $5,579-11.4% | $4,919+0.4% | $6,977-29.2% |
| Admin fee / account holder | $6,078 | $16,730-63.7% | $13,697-55.6% | $19,030-68.1% |