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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 | $187,666 | $81,696+129.7% | $70,494+166.2% | $158,982+18.0% |
| Participation rate | 35.3% | 77.7%-42.4pp | 75.1%-39.8pp | 82.0%-46.7pp |
| Annual return | 30.74% | 208.70%-178.0pp | 109.16%-78.4pp | 302.99%-272.2pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,681 | $4,558-19.2% | $3,711-0.8% | $5,983-38.5% |
| Admin fee / account holder | $2,970 | $6,200-52.1% | $3,848-22.8% | $11,252-73.6% |