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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 | $213,936 | $176,402+21.3% | $134,162+59.5% | $158,982+34.6% |
| Participation rate | 25.0% | 78.7%-53.7pp | 72.2%-47.2pp | 82.0%-57.0pp |
| Annual return | 11.56% | 63.66%-52.1pp | 36.35%-24.8pp | 302.99%-291.4pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,383 | $4,093-41.8% | $3,500-31.9% | $5,983-60.2% |
| Admin fee / account holder | $2,160 | $8,719-75.2% | $6,685-67.7% | $11,252-80.8% |