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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 | $175,654 | $53,128+230.6% | $86,581+102.9% | $70,124+150.5% |
| Participation rate | 36.8% | 65.3%-28.5pp | 73.5%-36.8pp | 69.5%-32.8pp |
| Annual return | 21.87% | 27.66%-5.8pp | 965.06%-943.2pp | 73.14%-51.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,831 | $2,695+42.2% | $3,609+6.2% | $3,332+15.0% |
| Admin fee / account holder | $2,458 | $3,584-31.4% | $4,904-49.9% | $4,645-47.1% |