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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 | $143,962 | $80,992+77.7% | $96,534+49.1% | $75,173+91.5% |
| Participation rate | 42.7% | 71.8%-29.1pp | 76.0%-33.3pp | 67.2%-24.5pp |
| Annual return | 14.13% | 27.05%-12.9pp | 25.88%-11.7pp | 160.72%-146.6pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,078 | $3,929+3.8% | $4,851-15.9% | $4,126-1.2% |
| Admin fee / account holder | $346 | $6,717-94.9% | $8,253-95.8% | $5,651-93.9% |