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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 | $113,301 | $56,124+101.9% | $96,144+17.8% | $85,854+32.0% |
| Participation rate | 29.7% | 56.7%-27.0pp | 68.4%-38.7pp | 69.3%-39.6pp |
| Annual return | 15.86% | 42.30%-26.4pp | 191.96%-176.1pp | 318.56%-302.7pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,838 | $2,859-0.7% | $4,349-34.7% | $3,952-28.2% |
| Admin fee / account holder | $17,073 | $3,769+353.0% | $5,537+208.3% | $6,260+172.7% |