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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 | $158,975 | $96,643+64.5% | $86,617+83.5% | $139,456+14.0% |
| Participation rate | 20.0% | 74.4%-54.4pp | 71.7%-51.7pp | 80.3%-60.3pp |
| Annual return | 20.06% | 106.57%-86.5pp | 591.91%-571.9pp | 373.45%-353.4pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,892 | $4,835-60.9% | $4,437-57.4% | $6,711-71.8% |
| Admin fee / account holder | $2,364 | $6,406-63.1% | $5,613-57.9% | $11,407-79.3% |