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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 | $106,458 | $52,507+102.8% | $129,406-17.7% | $74,478+42.9% |
| Participation rate | 36.0% | 53.9%-17.9pp | 69.6%-33.6pp | 67.2%-31.2pp |
| Annual return | 17.91% | 15.64%+2.3pp | 9468.18%-9450.3pp | 1370.56%-1352.6pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $4,155-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,868 | $2,801+38.1% | $4,167-7.2% | $4,350-11.1% |
| Admin fee / account holder | $6,036 | $2,639+128.7% | $7,689-21.5% | $1,946+210.2% |