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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 | $174,895 | $113,338+54.3% | $94,993+84.1% | $147,586+18.5% |
| Participation rate | 40.0% | 78.0%-38.0pp | 73.9%-33.9pp | 82.8%-42.8pp |
| Annual return | 19.25% | 20.80%-1.5pp | 27.14%-7.9pp | 578.59%-559.3pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,510 | $3,777-60.0% | $3,317-54.5% | $5,439-72.2% |
| Admin fee / account holder | $7,497 | $6,063+23.7% | $4,960+51.1% | $10,886-31.1% |