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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 | $165,944 | $78,562+111.2% | $105,608+57.1% | $74,429+123.0% |
| Participation rate | 47.1% | 72.8%-25.7pp | 75.3%-28.2pp | 67.2%-20.2pp |
| Annual return | 12.96% | 15.94%-3.0pp | 116.50%-103.5pp | 1368.38%-1355.4pp |
| Employer contribution / active EE | $0 | $2,521-100.0% | $3,167-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $3,806 | $4,321-11.9% | $5,010-24.0% | $4,348-12.5% |
| Admin fee / account holder | $8,402 | $2,217+279.0% | $11,028-23.8% | $1,944+332.1% |