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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 | $73,399 | $65,440+12.2% | $98,506-25.5% | $85,851-14.5% |
| Participation rate | 46.4% | 65.0%-18.6pp | 73.3%-26.9pp | 69.3%-22.9pp |
| Annual return | 12.49% | 21.75%-9.3pp | 1494.92%-1482.4pp | 318.63%-306.1pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,787 | $3,168+51.1% | $4,277+11.9% | $3,952+21.1% |
| Admin fee / account holder | $23,824 | $4,596+418.4% | $5,955+300.1% | $6,261+280.5% |