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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 | $171,609 | $65,434+162.3% | $98,483+74.3% | $85,847+99.9% |
| Participation rate | 42.2% | 65.0%-22.8pp | 73.3%-31.2pp | 69.3%-27.1pp |
| Annual return | 16.78% | 21.75%-5.0pp | 1494.38%-1477.6pp | 318.61%-301.8pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,057 | $3,168+59.6% | $4,276+18.3% | $3,952+28.0% |
| Admin fee / account holder | $5,525 | $4,595+20.2% | $5,953-7.2% | $6,261-11.8% |