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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 | $103,975 | $78,636+32.2% | $105,607-1.5% | $74,459+39.6% |
| Participation rate | 35.1% | 72.8%-37.6pp | 75.3%-40.1pp | 67.2%-32.1pp |
| Annual return | 18.31% | 15.96%+2.4pp | 116.11%-97.8pp | 1369.70%-1351.4pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,167-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,533 | $4,322-18.3% | $5,011-29.5% | $4,350-18.8% |
| Admin fee / account holder | $3,583 | $2,220+61.4% | $10,958-67.3% | $1,945+84.2% |