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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 | $196,862 | $81,208+142.4% | $98,920+99.0% | $79,856+146.5% |
| Participation rate | 43.5% | 72.5%-29.0pp | 76.0%-32.6pp | 69.6%-26.2pp |
| Annual return | 17.03% | 60.99%-44.0pp | 196.47%-179.4pp | 31.71%-14.7pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,975 | $3,265-39.5% | $4,245-53.5% | $3,741-47.2% |
| Admin fee / account holder | $1,385 | $6,013-77.0% | $6,643-79.1% | $5,306-73.9% |