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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 | $164,582 | $168,635-2.4% | $147,617+11.5% | $125,389+31.3% |
| Participation rate | 40.0% | 88.8%-48.8pp | 84.6%-44.6pp | 83.2%-43.2pp |
| Annual return | 2.23% | 77.65%-75.4pp | 61.98%-59.8pp | 282.24%-280.0pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,912 | $5,507-10.8% | $4,895+0.3% | $5,352-8.2% |
| Admin fee / account holder | $95,453 | $13,580+602.9% | $11,612+722.0% | $9,541+900.5% |