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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 | $249,694 | $135,645+84.1% | $110,243+126.5% | $135,379+84.4% |
| Participation rate | 16.7% | 83.5%-66.8pp | 79.8%-63.2pp | 82.6%-66.0pp |
| Annual return | 4.92% | 513.24%-508.3pp | 314.76%-309.8pp | 519.79%-514.9pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,810 | $11,458-75.5% | $8,548-67.1% | $10,828-74.0% |