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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 | $156,417 | $95,580+63.6% | $76,872+103.5% | $139,466+12.2% |
| Participation rate | 25.0% | 74.0%-49.0pp | 69.6%-44.6pp | 80.3%-55.3pp |
| Annual return | 13.77% | 55.00%-41.2pp | 37.90%-24.1pp | 373.66%-359.9pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,533-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,563 | $4,623-66.2% | $3,832-59.2% | $6,712-76.7% |
| Admin fee / account holder | $650 | $8,302-92.2% | $5,476-88.1% | $11,409-94.3% |