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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 | $88,659 | $48,432+83.1% | $121,204-26.9% | $71,511+24.0% |
| Participation rate | 53.1% | 54.3%-1.2pp | 69.5%-16.4pp | 67.9%-14.8pp |
| Annual return | 17.66% | 23.28%-5.6pp | 987.18%-969.5pp | 28.86%-11.2pp |
| Employer contribution / active EE | $0 | $1,493-100.0% | $4,170-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $4,626 | $2,756+67.9% | $4,083+13.3% | $4,291+7.8% |
| Admin fee / account holder | $31,545 | $1,845+1610.0% | $5,651+458.2% | $1,588+1885.8% |