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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 | $151,221 | $85,171+77.5% | $172,752-12.5% | $72,975+107.2% |
| Participation rate | 54.5% | 70.1%-15.5pp | 82.6%-28.1pp | 69.5%-14.9pp |
| Annual return | 21.27% | 27.32%-6.1pp | 802.97%-781.7pp | 81.01%-59.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,772 | $3,260+46.4% | $5,198-8.2% | $3,608+32.3% |
| Admin fee / account holder | $32,895 | $5,880+459.4% | $13,955+135.7% | $5,124+542.0% |