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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 | $175,570 | $102,595+71.1% | $94,057+86.7% | $154,746+13.5% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 18.19% | 583.42%-565.2pp | 480.62%-462.4pp | 172.34%-154.1pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $28,460 | $5,118+456.0% | $4,709+504.3% | $6,730+322.9% |
| Admin fee / account holder | $59,023 | $7,736+663.0% | $7,244+714.7% | $14,365+310.9% |