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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 | $156,752 | $103,008+52.2% | $90,304+73.6% | $152,897+2.5% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.5%-49.1pp |
| Annual return | 28.16% | 95.22%-67.1pp | 78.13%-50.0pp | 345.43%-317.3pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,615 | $4,281+7.8% | $3,885+18.8% | $5,851-21.1% |
| Admin fee / account holder | $693 | $6,175-88.8% | $5,354-87.1% | $11,599-94.0% |