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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 | $77,120 | $72,465+6.4% | $67,575+14.1% | $145,884-47.1% |
| Participation rate | 16.7% | 76.9%-60.2pp | 72.9%-56.2pp | 80.3%-63.6pp |
| Annual return | 16.53% | 7222.56%-7206.0pp | 3528.98%-3512.4pp | 551.85%-535.3pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,772 | $4,786-42.1% | $4,003-30.8% | $6,690-58.6% |
| Admin fee / account holder | $4,430 | $5,515-19.7% | $3,993+10.9% | $13,392-66.9% |