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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 | $88,137+81.7% | $164,975-3.0% | $74,429+115.1% |
| Participation rate | 38.6% | 73.1%-34.5pp | 78.6%-40.0pp | 67.2%-28.6pp |
| Annual return | 15.69% | 17.13%-1.4pp | 70.12%-54.4pp | 1368.38%-1352.7pp |
| Employer contribution / active EE | $0 | $2,597-100.0% | $4,343-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $5,507 | $4,501+22.4% | $6,033-8.7% | $4,348+26.6% |
| Admin fee / account holder | $18,119 | $2,231+712.0% | $12,688+42.8% | $1,944+831.9% |