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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 | $146,126 | $156,963-6.9% | $121,204+20.6% | $139,466+4.8% |
| Participation rate | 25.0% | 76.5%-51.5pp | 69.5%-44.5pp | 80.3%-55.3pp |
| Annual return | 16.35% | 1476.75%-1460.4pp | 987.18%-970.8pp | 373.66%-357.3pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,950 | $4,848-59.8% | $4,083-52.2% | $6,712-70.9% |
| Admin fee / account holder | $1,699 | $6,953-75.6% | $5,651-69.9% | $11,409-85.1% |