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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 | $156,441 | $77,157+102.8% | $108,405+44.3% | $85,851+82.2% |
| Participation rate | 40.3% | 74.7%-34.4pp | 80.1%-39.8pp | 69.3%-29.0pp |
| Annual return | 16.57% | 44.55%-28.0pp | 905.55%-889.0pp | 318.63%-302.1pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,437 | $5,567-38.3% | $6,563-47.6% | $3,952-13.0% |
| Admin fee / account holder | $1,036 | $5,174-80.0% | $7,297-85.8% | $6,261-83.5% |