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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 | $157,135 | $77,449+102.9% | $69,483+126.1% | $152,909+2.8% |
| Participation rate | 34.8% | 78.1%-43.3pp | 74.6%-39.8pp | 82.5%-47.7pp |
| Annual return | 17.96% | 39.09%-21.1pp | 28.99%-11.0pp | 345.46%-327.5pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,857 | $4,415-35.3% | $3,537-19.2% | $5,851-51.2% |
| Admin fee / account holder | $47,964 | $6,210+672.3% | $3,841+1148.8% | $11,601+313.5% |