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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 | $52,450+103.0% | $129,397-17.7% | $74,429+43.0% |
| Participation rate | 36.0% | 53.8%-17.8pp | 69.6%-33.6pp | 67.2%-31.2pp |
| Annual return | 17.91% | 15.65%+2.3pp | 9453.98%-9436.1pp | 1368.38%-1350.5pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,154-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $3,868 | $2,797+38.3% | $4,167-7.2% | $4,348-11.0% |
| Admin fee / account holder | $6,036 | $2,636+129.0% | $7,679-21.4% | $1,944+210.5% |