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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 | $162,045 | $51,184+216.6% | $66,439+143.9% | $86,983+86.3% |
| Participation rate | 60.6% | 68.5%-7.9pp | 74.5%-13.9pp | 69.5%-8.9pp |
| Annual return | 15.37% | 17.07%-1.7pp | 757.66%-742.3pp | 25.83%-10.5pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,492 | $2,927+19.3% | $3,876-9.9% | $4,194-16.7% |
| Admin fee / account holder | $962 | $4,154-76.8% | $6,173-84.4% | $7,856-87.8% |