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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 | $224,592 | $78,428+186.4% | $95,960+134.0% | $79,852+181.3% |
| Participation rate | 56.5% | 73.5%-17.0pp | 77.1%-20.6pp | 69.6%-13.2pp |
| Annual return | 17.23% | 19.37%-2.1pp | 91.63%-74.4pp | 31.72%-14.5pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,043 | $3,440+162.9% | $4,167+117.0% | $3,740+141.8% |
| Admin fee / account holder | $3,840 | $5,622-31.7% | $6,797-43.5% | $5,306-27.6% |