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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 | $69,492 | $63,342+9.7% | $92,236-24.7% | $70,131-0.9% |
| Participation rate | 47.2% | 68.7%-21.5pp | 76.5%-29.3pp | 69.5%-22.3pp |
| Annual return | 14.69% | 530.15%-515.5pp | 176.29%-161.6pp | 73.14%-58.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,447 | $2,854-49.3% | $3,897-62.9% | $3,332-56.6% |
| Admin fee / account holder | $2,447 | $3,840-36.3% | $5,194-52.9% | $4,645-47.3% |