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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 | $168,087 | $70,366+138.9% | $66,674+152.1% | $138,895+21.0% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 14.26% | 386.41%-372.1pp | 321.24%-307.0pp | 145.39%-131.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,175 | $4,374+18.3% | $4,084+26.7% | $6,396-19.1% |
| Admin fee / account holder | $7,259 | $5,262+37.9% | $5,098+42.4% | $12,562-42.2% |