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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 | $156,881 | $108,942+44.0% | $100,415+56.2% | $145,897+7.5% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 21.00% | 58.27%-37.3pp | 49.47%-28.5pp | 552.29%-531.3pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,658 | $8,461-68.6% | $8,091-67.2% | $6,689-60.3% |
| Admin fee / account holder | $206,675 | $9,702+2030.3% | $7,906+2514.2% | $13,390+1443.5% |