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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 | $75,187 | $65,555+14.7% | $86,216-12.8% | $75,1730% |
| Participation rate | 28.2% | 60.5%-32.3pp | 69.0%-40.8pp | 67.2%-39.0pp |
| Annual return | 13.52% | 46.07%-32.5pp | 1169.42%-1155.9pp | 160.72%-147.2pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,833 | $3,023-39.4% | $3,986-54.0% | $4,126-55.6% |
| Admin fee / account holder | $3,547 | $5,469-35.1% | $6,853-48.2% | $5,651-37.2% |