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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 | $96,319 | $93,351+3.2% | $62,929+53.1% | $79,634+21.0% |
| Participation rate | 26.0% | 74.6%-48.6pp | 73.1%-47.1pp | 62.5%-36.5pp |
| Annual return | 17.76% | 14.37%+3.4pp | 1063.93%-1046.2pp | 36.46%-18.7pp |
| Employer contribution / active EE | $0 | $3,135-100.0% | $2,505-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $1,815 | $3,921-53.7% | $3,888-53.3% | $3,835-52.7% |
| Admin fee / account holder | $3,254 | $229+1320.2% | $5,065-35.7% | $1,002+224.8% |