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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 | $203,198 | $162,529+25.0% | $130,788+55.4% | $154,746+31.3% |
| Participation rate | 25.0% | 75.9%-50.9pp | 70.1%-45.1pp | 80.7%-55.7pp |
| Annual return | 14.56% | 510.48%-495.9pp | 386.44%-371.9pp | 172.34%-157.8pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,950 | $4,808-59.4% | $4,137-52.9% | $6,730-71.0% |
| Admin fee / account holder | $2,348 | $7,669-69.4% | $6,673-64.8% | $14,365-83.7% |