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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 | $183,006 | $107,363+70.5% | $92,909+97.0% | $152,897+19.7% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 16.05% | 145.63%-129.6pp | 109.44%-93.4pp | 345.43%-329.4pp |
| Employer contribution / active EE | $4,214 | $4,222-0.2% | $3,653+15.3% | $4,764-11.5% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,191 | $7,082-83.2% | $5,795-79.5% | $11,599-89.7% |