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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 | $60,119+34.5% | $90,414-10.6% | $79,860+1.3% |
| Participation rate | 41.3% | 65.0%-23.7pp | 72.7%-31.4pp | 69.6%-28.3pp |
| Annual return | 13.35% | 71.94%-58.6pp | 1293.19%-1279.8pp | 31.72%-18.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,166 | $2,938+41.8% | $3,963+5.1% | $3,740+11.4% |
| Admin fee / account holder | $4,180 | $3,976+5.1% | $5,611-25.5% | $5,306-21.2% |