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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 | $75,749 | $63,346+19.6% | $92,240-17.9% | $70,126+8.0% |
| Participation rate | 50.9% | 68.7%-17.8pp | 76.5%-25.6pp | 69.5%-18.7pp |
| Annual return | 13.40% | 530.19%-516.8pp | 176.29%-162.9pp | 73.15%-59.7pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,396 | $2,854-16.0% | $3,897-38.5% | $3,332-28.1% |
| Admin fee / account holder | $5,508 | $3,841+43.4% | $5,194+6.1% | $4,645+18.6% |