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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 | $187,063 | $105,200+77.8% | $159,474+17.3% | $85,847+117.9% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.8%-22.8pp | 69.3%-9.3pp |
| Annual return | 14.30% | 45.08%-30.8pp | 263.68%-249.4pp | 318.61%-304.3pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $17,030 | $5,946+186.4% | $7,353+131.6% | $3,952+330.9% |
| Admin fee / account holder | $4,187 | $6,934-39.6% | $10,802-61.2% | $6,261-33.1% |