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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 | $78,976+36.9% | $100,383+7.7% | $74,546+45.1% |
| Participation rate | 37.6% | 79.5%-41.9pp | 81.5%-43.9pp | 67.2%-29.6pp |
| Annual return | 15.55% | 20.62%-5.1pp | 49.26%-33.7pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $0 | $3,019-100.0% | $3,944-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,890 | $7,758-49.8% | $8,086-51.9% | $4,347-10.5% |
| Admin fee / account holder | $3,966 | $1,330+198.2% | $7,900-49.8% | $1,944+104.1% |