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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 | $58,311+113.6% | $81,882+52.1% | $80,959+53.8% |
| Participation rate | 63.6% | 63.5%+0.2pp | 72.4%-8.8pp | 67.7%-4.0pp |
| Annual return | 14.38% | 41.85%-27.5pp | 779.47%-765.1pp | 35.67%-21.3pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,351 | $3,287+93.2% | $4,323+46.9% | $4,300+47.7% |
| Admin fee / account holder | $39,308 | $4,752+727.2% | $7,360+434.1% | $6,925+467.6% |