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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 | $88,618 | $88,203+0.5% | $165,100-46.3% | $74,478+19.0% |
| Participation rate | 37.3% | 73.1%-35.8pp | 78.6%-41.3pp | 67.2%-29.9pp |
| Annual return | 21.41% | 17.13%+4.3pp | 70.21%-48.8pp | 1370.56%-1349.1pp |
| Employer contribution / active EE | $0 | $2,601-100.0% | $4,348-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,536 | $4,505-43.7% | $6,035-58.0% | $4,350-41.7% |
| Admin fee / account holder | $6,746 | $2,235+201.9% | $12,696-46.9% | $1,946+246.7% |