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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 | $83,620 | $47,479+76.1% | $62,929+32.9% | $82,448+1.4% |
| Participation rate | 32.2% | 66.9%-34.6pp | 73.1%-40.9pp | 68.1%-35.8pp |
| Annual return | 16.07% | 20.34%-4.3pp | 1063.93%-1047.9pp | 41.64%-25.6pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $993 | $2,870-65.4% | $3,888-74.5% | $4,139-76.0% |
| Admin fee / account holder | $9,440 | $3,804+148.2% | $5,065+86.4% | $7,234+30.5% |