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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 | $80,869 | $60,139+34.5% | $90,461-10.6% | $79,856+1.3% |
| Participation rate | 41.3% | 65.0%-23.7pp | 72.7%-31.4pp | 69.6%-28.3pp |
| Annual return | 13.35% | 71.96%-58.6pp | 1294.76%-1281.4pp | 31.71%-18.4pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,166 | $2,939+41.7% | $3,964+5.1% | $3,741+11.4% |
| Admin fee / account holder | $4,180 | $3,978+5.1% | $5,617-25.6% | $5,306-21.2% |