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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 | $147,195 | $96,678+52.3% | $86,640+69.9% | $139,466+5.5% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 17.59% | 106.69%-89.1pp | 592.52%-574.9pp | 373.66%-356.1pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,611 | $4,837-66.7% | $4,438-63.7% | $6,712-76.0% |
| Admin fee / account holder | $2,266 | $6,410-64.6% | $5,616-59.6% | $11,409-80.1% |