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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 | $75,568 | $100,060-24.5% | $149,721-49.5% | $70,126+7.8% |
| Participation rate | 61.0% | 83.6%-22.6pp | 87.1%-26.1pp | 69.5%-8.6pp |
| Annual return | 17.41% | 27.46%-10.1pp | 1501.67%-1484.3pp | 73.15%-55.7pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,383 | $4,982-32.1% | $6,568-48.5% | $3,332+1.5% |
| Admin fee / account holder | $394 | $8,285-95.2% | $11,282-96.5% | $4,645-91.5% |