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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 | $165,150 | $99,079+66.7% | $78,002+111.7% | $273,972-39.7% |
| Participation rate | 68.4% | 78.6%-10.1pp | 75.5%-7.1pp | 83.0%-14.6pp |
| Annual return | 6.28% | 217.93%-211.6pp | 425.99%-419.7pp | 41.46%-35.2pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,600 | $4,306+53.3% | $3,497+88.7% | $5,287+24.8% |
| Admin fee / account holder | $15,801 | $8,954+76.5% | $5,481+188.3% | $10,133+55.9% |