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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 | $90,682 | $46,534+94.9% | $64,097+41.5% | $75,177+20.6% |
| Participation rate | 29.2% | 65.9%-36.8pp | 72.3%-43.2pp | 67.2%-38.0pp |
| Annual return | 65.70% | 26.07%+39.6pp | 33.75%+32.0pp | 160.75%-95.0pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,247 | $2,835-56.0% | $3,881-67.9% | $4,126-69.8% |
| Admin fee / account holder | $15,469 | $2,957+423.2% | $3,070+403.9% | $5,651+173.7% |