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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 | $236,624 | $124,330+90.3% | $109,173+116.7% | $167,536+41.2% |
| Participation rate | 14.3% | 79.5%-65.2pp | 75.9%-61.6pp | 82.1%-67.8pp |
| Annual return | 12.28% | 26.04%-13.8pp | 25.75%-13.5pp | 478.82%-466.5pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,742 | $7,974-78.2% | $6,755-74.2% | $12,315-85.9% |