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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 | $165,155 | $102,422+61.2% | $147,117+12.3% | $80,959+104.0% |
| Participation rate | 58.6% | 75.9%-17.3pp | 82.2%-23.6pp | 67.7%-9.0pp |
| Annual return | 16.78% | 135.16%-118.4pp | 420.54%-403.8pp | 35.67%-18.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $14,429 | $6,652+116.9% | $8,065+78.9% | $4,300+235.5% |
| Admin fee / account holder | $16,943 | $7,953+113.0% | $12,993+30.4% | $6,925+144.6% |