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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 | $144,951 | $34,316+322.4% | $74,722+94.0% | $72,975+98.6% |
| Participation rate | 20.5% | 42.4%-22.0pp | 54.5%-34.0pp | 69.5%-49.0pp |
| Annual return | 23.09% | 26.58%-3.5pp | 753.11%-730.0pp | 81.01%-57.9pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,457 | $1,272+14.6% | $1,963-25.8% | $3,608-59.6% |
| Admin fee / account holder | $1,876 | $2,125-11.7% | $3,335-43.7% | $5,124-63.4% |