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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 | $229,484 | $166,089+38.2% | $164,928+39.1% | $145,978+57.2% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.6%-53.6pp | 80.3%-55.3pp |
| Annual return | 14.28% | 100.26%-86.0pp | 70.08%-55.8pp | 550.52%-536.2pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,875 | $6,961-44.3% | $6,034-35.8% | $6,690-42.1% |
| Admin fee / account holder | $9,088 | $16,641-45.4% | $12,684-28.4% | $13,400-32.2% |