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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 | $158,258 | $106,280+48.9% | $96,538+63.9% | $139,487+13.5% |
| Participation rate | 47.6% | 77.8%-30.2pp | 74.3%-26.7pp | 80.3%-32.7pp |
| Annual return | 14.83% | 38.48%-23.7pp | 35.74%-20.9pp | 373.84%-359.0pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,383 | $5,457-56.3% | $4,880-51.2% | $6,713-64.5% |
| Admin fee / account holder | $31,654 | $7,888+301.3% | $6,737+369.8% | $11,407+177.5% |