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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 | $91,316 | $39,798+129.4% | $67,704+34.9% | $59,633+53.1% |
| Participation rate | 59.1% | 57.4%+1.7pp | 67.5%-8.4pp | 68.7%-9.6pp |
| Annual return | -0.89% | 89.94%-90.8pp | 25.41%-26.3pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,630 | $2,335+55.5% | $3,585+1.2% | $3,192+13.7% |
| Admin fee / account holder | $7,520 | $3,212+134.1% | $4,255+76.7% | $4,297+75.0% |