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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 | $232,218 | $107,353+116.3% | $92,903+150.0% | $152,885+51.9% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.5%-22.5pp |
| Annual return | 19.98% | 145.62%-125.6pp | 109.43%-89.4pp | 345.39%-325.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $15,952 | $4,848+229.1% | $4,238+276.4% | $5,851+172.6% |
| Admin fee / account holder | $7,438 | $7,081+5.0% | $5,795+28.4% | $11,598-35.9% |