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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 | $196,560 | $89,739+119.0% | $149,721+31.3% | $62,293+215.5% |
| Participation rate | 65.4% | 85.1%-19.7pp | 87.1%-21.7pp | 69.5%-4.1pp |
| Annual return | 16.53% | 21.01%-4.5pp | 1501.67%-1485.1pp | 28.90%-12.4pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,444-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $7,168 | $4,797+49.4% | $6,568+9.1% | $3,169+126.2% |
| Admin fee / account holder | $6,828 | $551+1138.7% | $11,282-39.5% | $479+1324.5% |