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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 | $66,138 | $47,479+39.3% | $62,929+5.1% | $82,448-19.8% |
| Participation rate | 14.3% | 66.9%-52.6pp | 73.1%-58.8pp | 68.1%-53.8pp |
| Annual return | 20.09% | 20.34%-0.3pp | 1063.93%-1043.8pp | 41.64%-21.6pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,595 | $2,870-44.4% | $3,888-59.0% | $4,139-61.5% |
| Admin fee / account holder | $716 | $3,804-81.2% | $5,065-85.9% | $7,234-90.1% |