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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 | $154,322 | $65,423+135.9% | $98,477+56.7% | $85,856+79.7% |
| Participation rate | 42.7% | 65.0%-22.3pp | 73.3%-30.7pp | 69.3%-26.6pp |
| Annual return | 13.62% | 21.76%-8.1pp | 1493.59%-1480.0pp | 318.58%-305.0pp |
| Employer contribution / active EE | $800 | $2,168-63.1% | $2,961-73.0% | $2,565-68.8% |
| Participant deferral / active EE | $0 | $3,167-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $19,771 | $4,594+330.4% | $5,951+232.2% | $6,261+215.8% |