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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 | $99,246 | $72,426+37.0% | $67,560+46.9% | $145,897-32.0% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 12.16% | 7226.78%-7214.6pp | 3533.50%-3521.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,454 | $4,785-27.8% | $4,004-13.7% | $6,689-48.4% |
| Admin fee / account holder | $6,878 | $5,514+24.7% | $3,994+72.2% | $13,390-48.6% |