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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 | $235,439 | $101,752+131.4% | $164,928+42.8% | $80,911+191.0% |
| Participation rate | 37.7% | 71.8%-34.1pp | 78.6%-40.9pp | 67.6%-29.9pp |
| Annual return | 16.58% | 16.73%-0.1pp | 70.08%-53.5pp | 35.63%-19.0pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,308 | $4,477-26.1% | $6,034-45.2% | $4,297-23.0% |
| Admin fee / account holder | $29,572 | $8,218+259.9% | $12,684+133.1% | $6,935+326.4% |