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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 | $78,562+32.3% | $105,608-1.5% | $74,429+39.7% |
| Participation rate | 35.1% | 72.8%-37.7pp | 75.3%-40.1pp | 67.2%-32.1pp |
| Annual return | 18.31% | 15.94%+2.4pp | 116.50%-98.2pp | 1368.38%-1350.1pp |
| Employer contribution / active EE | $0 | $2,521-100.0% | $3,167-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $3,533 | $4,321-18.2% | $5,010-29.5% | $4,348-18.8% |
| Admin fee / account holder | $3,583 | $2,217+61.6% | $11,028-67.5% | $1,944+84.3% |