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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 | $193,738 | $91,179+112.5% | $178,499+8.5% | $79,852+142.6% |
| Participation rate | 46.5% | 69.2%-22.7pp | 81.9%-35.4pp | 69.6%-23.1pp |
| Annual return | 11.11% | 24.19%-13.1pp | 151.10%-140.0pp | 31.72%-20.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,259 | $3,236+0.7% | $5,202-37.4% | $3,740-12.9% |
| Admin fee / account holder | $41,940 | $6,749+521.5% | $13,986+199.9% | $5,306+690.4% |