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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 | $75,287 | $91,037-17.3% | $71,671+5.0% | $147,586-49.0% |
| Participation rate | 33.3% | 76.1%-42.8pp | 68.7%-35.4pp | 82.8%-49.5pp |
| Annual return | 14.68% | 20.48%-5.8pp | 20.65%-6.0pp | 578.59%-563.9pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,324 | $4,498-26.1% | $3,438-3.3% | $5,439-38.9% |
| Admin fee / account holder | $17,759 | $8,613+106.2% | $5,558+219.5% | $10,886+63.1% |