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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 | $124,534 | $58,258+113.8% | $81,820+52.2% | $80,925+53.9% |
| Participation rate | 63.6% | 63.5%+0.2pp | 72.4%-8.7pp | 67.7%-4.0pp |
| Annual return | 14.38% | 41.76%-27.4pp | 777.93%-763.6pp | 35.65%-21.3pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,351 | $3,284+93.4% | $4,323+46.9% | $4,299+47.7% |
| Admin fee / account holder | $39,308 | $4,976+689.9% | $7,391+431.9% | $6,940+466.4% |