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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 | $50,554+65.4% | $67,681+23.6% | $87,485-4.4% |
| Participation rate | 32.2% | 67.7%-35.5pp | 73.7%-41.5pp | 68.9%-36.7pp |
| Annual return | 16.07% | 17.81%-1.7pp | 590.58%-574.5pp | 26.06%-10.0pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $993 | $2,961-66.5% | $3,976-75.0% | $4,274-76.8% |
| Admin fee / account holder | $9,440 | $4,132+128.4% | $6,100+54.8% | $7,775+21.4% |