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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 | $107,753 | $52,581+104.9% | $130,788-17.6% | $64,340+67.5% |
| Participation rate | 25.3% | 46.5%-21.2pp | 70.1%-44.8pp | 55.2%-29.9pp |
| Annual return | 12.17% | 20.39%-8.2pp | 386.44%-374.3pp | 24.14%-12.0pp |
| Employer contribution / active EE | $0 | $1,031-100.0% | $3,558-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,171 | $2,200-1.3% | $4,137-47.5% | $2,980-27.2% |
| Admin fee / account holder | $20,438 | $4,583+345.9% | $6,673+206.3% | $3,703+452.0% |