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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 | $108,154 | $79,169+36.6% | $100,415+7.7% | $74,478+45.2% |
| Participation rate | 37.6% | 79.4%-41.8pp | 81.5%-43.9pp | 67.2%-29.6pp |
| Annual return | 15.55% | 20.51%-5.0pp | 49.47%-33.9pp | 1370.56%-1355.0pp |
| Employer contribution / active EE | $0 | $3,017-100.0% | $3,943-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,890 | $7,751-49.8% | $8,091-51.9% | $4,350-10.6% |
| Admin fee / account holder | $3,966 | $1,337+196.5% | $7,906-49.8% | $1,946+103.8% |