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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 | $145,458 | $89,370+62.8% | $141,197+3.0% | $72,976+99.3% |
| Participation rate | 61.7% | 75.1%-13.4pp | 82.5%-20.8pp | 69.5%-7.8pp |
| Annual return | 32.40% | 111.88%-79.5pp | 71.41%-39.0pp | 81.02%-48.6pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,448 | $5,419+0.5% | $6,710-18.8% | $3,608+51.0% |
| Admin fee / account holder | $2,979 | $5,957-50.0% | $10,265-71.0% | $5,124-41.9% |