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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 | $95,899 | $45,152+112.4% | $73,836+29.9% | $59,633+60.8% |
| Participation rate | 52.6% | 64.0%-11.4pp | 73.4%-20.8pp | 68.7%-16.0pp |
| Annual return | 1.22% | 27.40%-26.2pp | 2268.06%-2266.8pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,337 | $2,573+29.7% | $3,583-6.9% | $3,192+4.5% |
| Admin fee / account holder | $9,550 | $3,515+171.7% | $4,882+95.6% | $4,297+122.3% |