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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 | $102,182 | $96,123+6.3% | $77,361+32.1% | $198,609-48.6% |
| Participation rate | 61.9% | 81.1%-19.2pp | 75.0%-13.1pp | 82.4%-20.5pp |
| Annual return | 8.98% | 2054.81%-2045.8pp | 1011.54%-1002.6pp | 202.70%-193.7pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,340 | $4,975-53.0% | $3,911-40.2% | $6,977-66.5% |
| Admin fee / account holder | $13,750 | $9,471+45.2% | $5,894+133.3% | $19,030-27.7% |