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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 | $152,428 | $81,696+86.6% | $70,494+116.2% | $158,982-4.1% |
| Participation rate | 62.5% | 77.7%-15.2pp | 75.1%-12.6pp | 82.0%-19.5pp |
| Annual return | 7.58% | 208.70%-201.1pp | 109.16%-101.6pp | 302.99%-295.4pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,100 | $4,558+55.8% | $3,711+91.3% | $5,983+18.7% |
| Admin fee / account holder | $5,710 | $6,200-7.9% | $3,848+48.4% | $11,252-49.2% |