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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 | $73,421+39.2% | $66,439+53.8% | $155,188-34.2% |
| Participation rate | 61.9% | 79.7%-17.8pp | 74.5%-12.6pp | 80.8%-18.9pp |
| Annual return | 8.98% | 1382.37%-1373.4pp | 757.66%-748.7pp | 148.84%-139.9pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,340 | $4,680-50.0% | $3,876-39.6% | $6,531-64.2% |
| Admin fee / account holder | $13,750 | $8,856+55.3% | $6,173+122.7% | $14,480-5.0% |