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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 | $102,429+61.2% | $147,096+12.3% | $80,925+104.1% |
| Participation rate | 58.6% | 75.9%-17.2pp | 82.2%-23.6pp | 67.7%-9.0pp |
| Annual return | 16.78% | 135.02%-118.2pp | 419.75%-403.0pp | 35.65%-18.9pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $14,429 | $6,649+117.0% | $8,071+78.8% | $4,299+235.7% |
| Admin fee / account holder | $16,943 | $7,957+112.9% | $13,005+30.3% | $6,940+144.1% |