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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 | $155,576 | $77,449+100.9% | $69,483+123.9% | $152,909+1.7% |
| Participation rate | 33.3% | 78.1%-44.8pp | 74.6%-41.3pp | 82.5%-49.1pp |
| Annual return | 27.76% | 39.09%-11.3pp | 28.99%-1.2pp | 345.46%-317.7pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,115 | $4,415-29.4% | $3,537-11.9% | $5,851-46.8% |
| Admin fee / account holder | $7,919 | $6,210+27.5% | $3,841+106.2% | $11,601-31.7% |