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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 | $162,045 | $47,479+241.3% | $62,929+157.5% | $82,448+96.5% |
| Participation rate | 60.6% | 66.9%-6.3pp | 73.1%-12.5pp | 68.1%-7.5pp |
| Annual return | 15.37% | 20.34%-5.0pp | 1063.93%-1048.6pp | 41.64%-26.3pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,492 | $2,870+21.6% | $3,888-10.2% | $4,139-15.6% |
| Admin fee / account holder | $962 | $3,804-74.7% | $5,065-81.0% | $7,234-86.7% |