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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 | $95,078 | $51,638+84.1% | $68,368+39.1% | $82,448+15.3% |
| Participation rate | 38.0% | 63.6%-25.6pp | 73.8%-35.7pp | 68.1%-30.0pp |
| Annual return | 15.39% | 37.53%-22.1pp | 292.57%-277.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,615 | $2,914+58.4% | $4,123+11.9% | $4,139+11.5% |
| Admin fee / account holder | $27,369 | $4,643+489.4% | $5,150+431.4% | $7,234+278.3% |