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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 | $83,993 | $65,566+28.1% | $86,235-2.6% | $75,177+11.7% |
| Participation rate | 37.0% | 60.5%-23.4pp | 69.0%-31.9pp | 67.2%-30.2pp |
| Annual return | 20.31% | 46.07%-25.8pp | 1170.03%-1149.7pp | 160.75%-140.4pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,764 | $3,023+24.5% | $3,987-5.6% | $4,126-8.8% |
| Admin fee / account holder | $1,064 | $5,470-80.6% | $6,856-84.5% | $5,651-81.2% |