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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 | $89,025 | $65,440+36.0% | $98,506-9.6% | $85,851+3.7% |
| Participation rate | 39.3% | 65.0%-25.7pp | 73.3%-34.1pp | 69.3%-30.0pp |
| Annual return | 15.92% | 21.75%-5.8pp | 1494.92%-1479.0pp | 318.63%-302.7pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,749 | $3,168-13.2% | $4,277-35.7% | $3,952-30.5% |
| Admin fee / account holder | $3,483 | $4,596-24.2% | $5,955-41.5% | $6,261-44.4% |