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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 | $198,279 | $63,861+210.5% | $104,639+89.5% | $79,856+148.3% |
| Participation rate | 47.1% | 64.9%-17.9pp | 74.1%-27.0pp | 69.6%-22.6pp |
| Annual return | 10.78% | 21.30%-10.5pp | 340.67%-329.9pp | 31.71%-20.9pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,682-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,805 | $2,693+4.1% | $3,738-25.0% | $3,741-25.0% |
| Admin fee / account holder | $12,295 | $4,185+193.8% | $6,465+90.2% | $5,306+131.7% |