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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 | $160,939 | $124,330+29.4% | $109,173+47.4% | $167,536-3.9% |
| Participation rate | 50.0% | 79.5%-29.5pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 14.73% | 26.04%-11.3pp | 25.75%-11.0pp | 478.82%-464.1pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $13,000 | $5,256+147.3% | $4,654+179.3% | $6,342+105.0% |
| Admin fee / account holder | $17,022 | $7,974+113.5% | $6,755+152.0% | $12,315+38.2% |