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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 | $108,897+44.1% | $100,378+56.3% | $145,877+7.5% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 21.00% | 58.17%-37.2pp | 49.41%-28.4pp | 551.28%-530.3pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,658 | $8,455-68.6% | $8,087-67.1% | $6,691-60.3% |
| Admin fee / account holder | $206,675 | $9,690+2032.9% | $7,899+2516.5% | $13,402+1442.1% |