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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 | $54,117+99.1% | $135,768-20.6% | $65,306+65.0% |
| Participation rate | 25.3% | 48.7%-23.3pp | 71.1%-45.7pp | 57.7%-32.3pp |
| Annual return | 12.17% | 21.76%-9.6pp | 526.10%-513.9pp | 21.94%-9.8pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $3,394-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $2,171 | $2,395-9.3% | $3,977-45.4% | $2,959-26.6% |
| Admin fee / account holder | $20,438 | $4,541+350.1% | $7,048+190.0% | $3,480+487.3% |