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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 | $174,993 | $102,422+70.9% | $147,117+18.9% | $80,959+116.2% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.7%-17.7pp |
| Annual return | 46.77% | 135.16%-88.4pp | 420.54%-373.8pp | 35.67%+11.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $13,591 | $6,652+104.3% | $8,065+68.5% | $4,300+216.0% |
| Admin fee / account holder | $24,083 | $7,953+202.8% | $12,993+85.4% | $6,925+247.8% |