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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 | $218,021 | $85,060+156.3% | $70,548+209.0% | $139,456+56.3% |
| Participation rate | 33.3% | 73.9%-40.6pp | 68.3%-35.0pp | 80.3%-47.0pp |
| Annual return | 12.17% | 30.38%-18.2pp | 32.78%-20.6pp | 373.45%-361.3pp |
| Employer contribution / active EE | $0 | $3,911-100.0% | $2,975-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $10,000 | $5,890+69.8% | $4,567+119.0% | $6,711+49.0% |
| Admin fee / account holder | $583 | $8,925-93.5% | $6,424-90.9% | $11,407-94.9% |