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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 | $102,031 | $48,327+111.1% | $67,575+51.0% | $80,935+26.1% |
| Participation rate | 59.3% | 66.4%-7.2pp | 72.9%-13.7pp | 67.7%-8.4pp |
| Annual return | 14.44% | 18.31%-3.9pp | 3528.98%-3514.5pp | 35.66%-21.2pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,805 | $2,927+98.3% | $4,003+45.0% | $4,299+35.0% |
| Admin fee / account holder | $6,010 | $3,692+62.8% | $3,993+50.5% | $6,924-13.2% |