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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 | $95,380 | $69,118+38.0% | $53,647+77.8% | $138,895-31.3% |
| Participation rate | 18.2% | 64.0%-45.8pp | 56.3%-38.1pp | 79.9%-61.7pp |
| Annual return | 14.59% | 248.26%-233.7pp | 358.33%-343.7pp | 145.39%-130.8pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,955 | $2,274+117.9% | $1,813+173.2% | $6,396-22.5% |
| Admin fee / account holder | $395 | $2,724-85.5% | $2,460-83.9% | $12,562-96.9% |