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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 | $217,208 | $84,713+156.4% | $75,717+186.9% | $167,518+29.7% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.8%-41.5pp | 82.1%-48.8pp |
| Annual return | 17.13% | 199.49%-182.4pp | 104.58%-87.5pp | 478.71%-461.6pp |
| Employer contribution / active EE | $0 | $3,229-100.0% | $2,743-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,031 | $4,578-55.6% | $3,821-46.8% | $6,342-68.0% |
| Admin fee / account holder | $6,519 | $5,357+21.7% | $3,619+80.1% | $12,312-47.1% |