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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 | $170,456 | $105,158+62.1% | $94,672+80.0% | $139,487+22.2% |
| Participation rate | 36.8% | 82.4%-45.5pp | 80.8%-44.0pp | 80.3%-43.5pp |
| Annual return | 21.29% | 38.11%-16.8pp | 156.89%-135.6pp | 373.84%-352.6pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,331 | $7,599-56.2% | $7,417-55.1% | $6,713-50.4% |
| Admin fee / account holder | $1,792 | $8,972-80.0% | $7,222-75.2% | $11,407-84.3% |