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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 | $160,105 | $88,203+81.5% | $165,100-3.0% | $74,478+115.0% |
| Participation rate | 38.6% | 73.1%-34.5pp | 78.6%-40.0pp | 67.2%-28.6pp |
| Annual return | 15.69% | 17.13%-1.4pp | 70.21%-54.5pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $0 | $2,601-100.0% | $4,348-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $5,507 | $4,505+22.2% | $6,035-8.8% | $4,350+26.6% |
| Admin fee / account holder | $18,119 | $2,235+710.7% | $12,696+42.7% | $1,946+831.2% |