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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 | $89,094 | $54,541+63.3% | $78,778+13.1% | $70,126+27.0% |
| Participation rate | 21.2% | 60.8%-39.6pp | 69.2%-48.0pp | 69.5%-48.3pp |
| Annual return | 45.17% | 21.07%+24.1pp | 35.62%+9.6pp | 73.15%-28.0pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,118 | $2,210-49.4% | $2,958-62.2% | $3,332-66.4% |
| Admin fee / account holder | $958 | $3,709-74.2% | $5,134-81.3% | $4,645-79.4% |