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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 | $173,427 | $60,139+188.4% | $90,461+91.7% | $79,856+117.2% |
| Participation rate | 63.8% | 65.0%-1.2pp | 72.7%-8.9pp | 69.6%-5.8pp |
| Annual return | 17.56% | 71.96%-54.4pp | 1294.76%-1277.2pp | 31.71%-14.2pp |
| Employer contribution / active EE | $8,286 | $2,069+300.5% | $3,264+153.9% | $2,471+235.3% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $946 | $3,978-76.2% | $5,617-83.2% | $5,306-82.2% |