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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 | $102,385+61.3% | $147,080+12.3% | $80,935+104.1% |
| Participation rate | 58.6% | 75.9%-17.2pp | 82.2%-23.6pp | 67.7%-9.0pp |
| Annual return | 16.78% | 135.09%-118.3pp | 420.17%-403.4pp | 35.66%-18.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $14,429 | $6,651+117.0% | $8,066+78.9% | $4,299+235.6% |
| Admin fee / account holder | $16,943 | $7,951+113.1% | $12,989+30.4% | $6,924+144.7% |