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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 | $210,045 | $98,776+112.6% | $149,745+40.3% | $79,856+163.0% |
| Participation rate | 53.3% | 75.8%-22.5pp | 82.5%-29.1pp | 69.6%-16.3pp |
| Annual return | 19.01% | 27.38%-8.4pp | 276.72%-257.7pp | 31.71%-12.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,614 | $5,681-36.4% | $6,843-47.2% | $3,741-3.4% |
| Admin fee / account holder | $5,689 | $6,053-6.0% | $9,312-38.9% | $5,306+7.2% |