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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 | $157,492 | $105,145+49.8% | $94,664+66.4% | $139,466+12.9% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 18.17% | 38.09%-19.9pp | 156.84%-138.7pp | 373.66%-355.5pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $10,250 | $7,599+34.9% | $7,417+38.2% | $6,712+52.7% |
| Admin fee / account holder | $1,387 | $8,972-84.5% | $7,222-80.8% | $11,409-87.8% |