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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 | $152,431 | $80,705+88.9% | $115,768+31.7% | $67,986+124.2% |
| Participation rate | 52.2% | 63.0%-10.8pp | 74.4%-22.2pp | 57.2%-5.0pp |
| Annual return | 14.54% | 18.49%-3.9pp | 100.46%-85.9pp | 31.67%-17.1pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,940-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,420 | $3,559-3.9% | $4,917-30.4% | $3,358+1.8% |
| Admin fee / account holder | $23,335 | $4,135+464.3% | $12,439+87.6% | $3,203+628.5% |