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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 | $176,634 | $60,442+192.2% | $96,754+82.6% | $87,485+101.9% |
| Participation rate | 13.9% | 58.7%-44.8pp | 70.3%-56.3pp | 68.9%-55.0pp |
| Annual return | 17.05% | 21.97%-4.9pp | 82.04%-65.0pp | 26.06%-9.0pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,201 | $3,280-63.4% | $4,758-74.8% | $4,274-71.9% |
| Admin fee / account holder | $2,174 | $5,069-57.1% | $8,905-75.6% | $7,775-72.0% |