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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 | $113,819 | $52,353+117.4% | $120,225-5.3% | $82,448+38.0% |
| Participation rate | 54.8% | 58.3%-3.6pp | 69.6%-14.8pp | 68.1%-13.3pp |
| Annual return | 15.90% | 61.85%-45.9pp | 439.23%-423.3pp | 41.64%-25.7pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,031 | $2,627+15.4% | $3,999-24.2% | $4,139-26.8% |
| Admin fee / account holder | $18,723 | $4,363+329.2% | $5,696+228.7% | $7,234+158.8% |