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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 | $124,810 | $48,570+157.0% | $130,660-4.5% | $72,975+71.0% |
| Participation rate | 37.9% | 58.6%-20.6pp | 71.7%-33.8pp | 69.5%-31.6pp |
| Annual return | 17.40% | 38.63%-21.2pp | 1709.29%-1691.9pp | 81.01%-63.6pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $12,135 | $2,384+409.1% | $3,603+236.8% | $3,608+236.4% |
| Admin fee / account holder | $6,321 | $3,549+78.1% | $5,463+15.7% | $5,124+23.4% |