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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 | $161,080 | $85,171+89.1% | $172,753-6.8% | $72,976+120.7% |
| Participation rate | 49.2% | 70.1%-20.9pp | 82.6%-33.4pp | 69.5%-20.3pp |
| Annual return | 19.87% | 27.32%-7.4pp | 803.00%-783.1pp | 81.02%-61.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,755 | $3,260+45.9% | $5,198-8.5% | $3,608+31.8% |
| Admin fee / account holder | $799 | $5,880-86.4% | $13,956-94.3% | $5,124-84.4% |