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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 | $181,617 | $223,823-18.9% | $211,142-14.0% | $154,746+17.4% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 14.58% | 50.39%-35.8pp | 46.84%-32.3pp | 172.34%-157.8pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,495 | $9,750-64.2% | $9,284-62.4% | $6,730-48.1% |
| Admin fee / account holder | $75,020 | $19,707+280.7% | $19,076+293.3% | $14,365+422.2% |