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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 | $181,042 | $149,741+20.9% | $118,914+52.2% | $158,982+13.9% |
| Participation rate | 66.7% | 82.1%-15.5pp | 75.4%-8.7pp | 82.0%-15.3pp |
| Annual return | 13.80% | 19.94%-6.1pp | 35.89%-22.1pp | 302.99%-289.2pp |
| Employer contribution / active EE | $0 | $4,119-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $17,333 | $5,226+231.7% | $4,266+306.3% | $5,983+189.7% |
| Admin fee / account holder | $1,666 | $8,607-80.6% | $6,582-74.7% | $11,252-85.2% |