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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 | $73,305 | $55,446+32.2% | $155,574-52.9% | $74,429-1.5% |
| Participation rate | 27.0% | 61.9%-34.9pp | 78.2%-51.2pp | 67.2%-40.2pp |
| Annual return | 12.13% | 269.20%-257.1pp | 64.87%-52.7pp | 1368.38%-1356.3pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,637 | $2,836-42.3% | $5,629-70.9% | $4,348-62.4% |
| Admin fee / account holder | $1,343 | $1,743-23.0% | $15,914-91.6% | $1,944-30.9% |