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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 | $121,355 | $69,248+75.2% | $64,101+89.3% | $139,466-13.0% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 41.43% | 45.95%-4.5pp | 33.72%+7.7pp | 373.66%-332.2pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $867 | $4,682-81.5% | $3,881-77.7% | $6,712-87.1% |
| Admin fee / account holder | $3,987 | $4,247-6.1% | $3,070+29.9% | $11,409-65.1% |