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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 | $154,543 | $86,298+79.1% | $111,308+38.8% | $85,847+80.0% |
| Participation rate | 42.2% | 73.3%-31.1pp | 77.3%-35.1pp | 69.3%-27.1pp |
| Annual return | 17.21% | 19.99%-2.8pp | 54.67%-37.5pp | 318.61%-301.4pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,318 | $3,641-8.9% | $4,487-26.1% | $3,952-16.1% |
| Admin fee / account holder | $33,824 | $8,189+313.0% | $7,965+324.7% | $6,261+440.3% |