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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 | $113,036 | $79,209+42.7% | $102,434+10.4% | $74,459+51.8% |
| Participation rate | 50.5% | 74.8%-24.3pp | 76.5%-26.0pp | 67.2%-16.7pp |
| Annual return | 15.27% | 54.98%-39.7pp | 29.46%-14.2pp | 1369.70%-1354.4pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,288 | $4,417-48.2% | $5,055-54.7% | $4,350-47.4% |
| Admin fee / account holder | $1,699 | $2,002-15.1% | $9,462-82.0% | $1,945-12.6% |