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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 | $145,177 | $127,790+13.6% | $106,555+36.2% | $167,536-13.3% |
| Participation rate | 50.0% | 78.3%-28.3pp | 76.1%-26.1pp | 82.1%-32.1pp |
| Annual return | 50.28% | 33.88%+16.4pp | 26.80%+23.5pp | 478.82%-428.5pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,819-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,566 | $5,088+9.4% | $4,399+26.5% | $6,342-12.2% |
| Admin fee / account holder | $396 | $11,229-96.5% | $7,408-94.7% | $12,315-96.8% |