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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 | $94,510 | $62,592+51.0% | $85,709+10.3% | $85,847+10.1% |
| Participation rate | 41.3% | 61.1%-19.8pp | 69.9%-28.5pp | 69.3%-28.0pp |
| Annual return | 29.72% | 23.77%+5.9pp | 21.49%+8.2pp | 318.61%-288.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,619-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,460 | $2,802-47.9% | $3,924-62.8% | $3,952-63.1% |
| Admin fee / account holder | $22,881 | $4,643+392.8% | $6,876+232.8% | $6,261+265.5% |