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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 | $102,863 | $65,440+57.2% | $98,506+4.4% | $85,851+19.8% |
| Participation rate | 51.5% | 65.0%-13.5pp | 73.3%-21.8pp | 69.3%-17.8pp |
| Annual return | 14.13% | 21.75%-7.6pp | 1494.92%-1480.8pp | 318.63%-304.5pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,733 | $3,168+81.0% | $4,277+34.1% | $3,952+45.1% |
| Admin fee / account holder | $6,146 | $4,596+33.7% | $5,955+3.2% | $6,261-1.8% |