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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 | $167,992 | $124,187+35.3% | $108,410+55.0% | $167,518+0.3% |
| Participation rate | 25.0% | 82.3%-57.3pp | 80.1%-55.1pp | 82.1%-57.1pp |
| Annual return | 14.39% | 1379.80%-1365.4pp | 905.34%-891.0pp | 478.71%-464.3pp |
| Employer contribution / active EE | $1,881 | $4,187-55.1% | $3,558-47.1% | $4,838-61.1% |
| Participant deferral / active EE | $5,688 | $6,908-17.7% | $6,562-13.3% | $6,342-10.3% |
| Admin fee / account holder | $2,147 | $9,456-77.3% | $7,296-70.6% | $12,312-82.6% |