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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 | $161,400 | $98,760+63.4% | $149,715+7.8% | $79,858+102.1% |
| Participation rate | 47.4% | 75.8%-28.4pp | 82.5%-35.1pp | 69.6%-22.3pp |
| Annual return | 13.40% | 27.43%-14.0pp | 276.66%-263.3pp | 31.72%-18.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,377 | $5,681-23.0% | $6,842-36.0% | $3,740+17.0% |
| Admin fee / account holder | $16,599 | $6,053+174.2% | $9,310+78.3% | $5,306+212.8% |