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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 | $179,796 | $85,171+111.1% | $172,753+4.1% | $72,976+146.4% |
| Participation rate | 53.2% | 70.1%-16.9pp | 82.6%-29.5pp | 69.5%-16.3pp |
| Annual return | 21.16% | 27.32%-6.2pp | 803.00%-781.8pp | 81.02%-59.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,184 | $3,260+28.3% | $5,198-19.5% | $3,608+16.0% |
| Admin fee / account holder | $2,157 | $5,880-63.3% | $13,956-84.5% | $5,124-57.9% |