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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 | $146,947 | $109,372+34.4% | $89,414+64.3% | $158,966-7.6% |
| Participation rate | 15.4% | 74.3%-58.9pp | 68.0%-52.6pp | 82.0%-66.6pp |
| Annual return | 9.07% | 345.55%-336.5pp | 245.50%-236.4pp | 302.95%-293.9pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,015 | $4,598+9.1% | $3,890+28.9% | $5,983-16.2% |
| Admin fee / account holder | $38,063 | $6,156+518.3% | $4,883+679.5% | $11,250+238.3% |