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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 | $190,955 | $88,754+115.2% | $81,820+133.4% | $145,877+30.9% |
| Participation rate | 14.3% | 75.1%-60.8pp | 72.4%-58.1pp | 80.3%-66.0pp |
| Annual return | 22.89% | 1031.77%-1008.9pp | 777.93%-755.0pp | 551.28%-528.4pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,767 | $4,648-62.0% | $4,323-59.1% | $6,691-73.6% |
| Admin fee / account holder | $6,897 | $8,424-18.1% | $7,391-6.7% | $13,402-48.5% |