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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 | $185,470 | $51,604+259.4% | $129,295+43.4% | $80,874+129.3% |
| Participation rate | 19.4% | 57.0%-37.6pp | 69.6%-50.2pp | 67.6%-48.3pp |
| Annual return | 15.73% | 20.76%-5.0pp | 9429.28%-9413.6pp | 35.62%-19.9pp |
| Employer contribution / active EE | $0 | $1,585-100.0% | $4,157-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,568 | $2,670-41.3% | $4,169-62.4% | $4,297-63.5% |
| Admin fee / account holder | $3,212 | $4,310-25.5% | $7,665-58.1% | $6,935-53.7% |