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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 | $161,504 | $102,595+57.4% | $94,057+71.7% | $154,746+4.4% |
| Participation rate | 15.4% | 76.0%-60.6pp | 73.3%-58.0pp | 80.7%-65.3pp |
| Annual return | 13.84% | 583.42%-569.6pp | 480.62%-466.8pp | 172.34%-158.5pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,385 | $5,118-33.9% | $4,709-28.1% | $6,730-49.7% |
| Admin fee / account holder | $618 | $7,736-92.0% | $7,244-91.5% | $14,365-95.7% |