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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 | $199,537 | $68,394+191.7% | $94,672+110.8% | $75,177+165.4% |
| Participation rate | 33.3% | 76.1%-42.7pp | 80.8%-47.5pp | 67.2%-33.9pp |
| Annual return | 18.09% | 616.92%-598.8pp | 156.89%-138.8pp | 160.75%-142.7pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,111 | $6,536-37.1% | $7,417-44.6% | $4,126-0.4% |
| Admin fee / account holder | $872 | $5,326-83.6% | $7,222-87.9% | $5,651-84.6% |