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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 | $148,779 | $115,814+28.5% | $101,275+46.9% | $158,982-6.4% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 35.16% | 56.16%-21.0pp | 46.48%-11.3pp | 302.99%-267.8pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $13,000 | $4,958+162.2% | $4,371+197.4% | $5,983+117.3% |
| Admin fee / account holder | $27,180 | $7,249+274.9% | $5,948+357.0% | $11,252+141.6% |