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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 | $172,133 | $102,422+68.1% | $147,117+17.0% | $80,959+112.6% |
| Participation rate | 57.3% | 75.9%-18.6pp | 82.2%-24.9pp | 67.7%-10.4pp |
| Annual return | 17.15% | 135.16%-118.0pp | 420.54%-403.4pp | 35.67%-18.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,443 | $6,652+26.9% | $8,065+4.7% | $4,300+96.3% |
| Admin fee / account holder | $740 | $7,953-90.7% | $12,993-94.3% | $6,925-89.3% |