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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 | $134,422 | $82,028+63.9% | $123,105+9.2% | $59,633+125.4% |
| Participation rate | 66.0% | 83.2%-17.2pp | 86.8%-20.8pp | 68.7%-2.7pp |
| Annual return | 10.72% | 5.12%+5.6pp | 13.22%-2.5pp | 2041.45%-2030.7pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $12,192 | $4,667+161.2% | $6,229+95.7% | $3,192+282.0% |
| Admin fee / account holder | $17,283 | $5,879+194.0% | $9,014+91.7% | $4,297+302.2% |