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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 | $205,864 | $102,393+101.1% | $147,041+40.0% | $80,911+154.4% |
| Participation rate | 53.8% | 75.9%-22.0pp | 82.2%-28.3pp | 67.6%-13.8pp |
| Annual return | 16.93% | 134.95%-118.0pp | 419.21%-402.3pp | 35.63%-18.7pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,360 | $6,647-19.4% | $8,071-33.6% | $4,297+24.7% |
| Admin fee / account holder | $74,734 | $7,943+840.8% | $13,006+474.6% | $6,935+977.7% |