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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 | $163,384 | $49,896+227.4% | $80,627+102.6% | $75,173+117.3% |
| Participation rate | 65.0% | 55.3%+9.7pp | 67.0%-2.0pp | 67.2%-2.2pp |
| Annual return | 14.80% | 34.67%-19.9pp | 936.76%-922.0pp | 160.72%-145.9pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,093 | $2,992+36.8% | $4,443-7.9% | $4,126-0.8% |
| Admin fee / account holder | $8,509 | $3,578+137.8% | $5,381+58.1% | $5,651+50.6% |