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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 | $55,437+32.2% | $155,534-52.9% | $74,459-1.6% |
| Participation rate | 27.0% | 61.9%-34.9pp | 78.2%-51.2pp | 67.2%-40.2pp |
| Annual return | 12.13% | 269.58%-257.5pp | 64.92%-52.8pp | 1369.70%-1357.6pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,637 | $2,837-42.3% | $5,630-70.9% | $4,350-62.4% |
| Admin fee / account holder | $1,343 | $1,742-22.9% | $15,900-91.6% | $1,945-31.0% |