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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 | $145,029 | $78,423+84.9% | $95,964+51.1% | $79,856+81.6% |
| Participation rate | 44.0% | 73.5%-29.5pp | 77.1%-33.1pp | 69.6%-25.7pp |
| Annual return | 17.18% | 19.37%-2.2pp | 91.64%-74.5pp | 31.71%-14.5pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,822 | $3,440-18.0% | $4,167-32.3% | $3,741-24.6% |
| Admin fee / account holder | $4,711 | $5,622-16.2% | $6,797-30.7% | $5,306-11.2% |