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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 | $126,808 | $48,570+161.1% | $130,660-2.9% | $72,976+73.8% |
| Participation rate | 20.3% | 58.6%-38.3pp | 71.7%-51.5pp | 69.5%-49.2pp |
| Annual return | 19.58% | 38.63%-19.0pp | 1709.29%-1689.7pp | 81.02%-61.4pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,445 | $2,384-39.4% | $3,603-59.9% | $3,608-59.9% |
| Admin fee / account holder | $5,513 | $3,549+55.4% | $5,463+0.9% | $5,124+7.6% |