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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 | $135,413 | $85,766+57.9% | $136,298-0.6% | $70,126+93.1% |
| Participation rate | 62.2% | 74.2%-12.0pp | 81.9%-19.8pp | 69.5%-7.4pp |
| Annual return | 14.84% | 31.46%-16.6pp | 5156.27%-5141.4pp | 73.15%-58.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,793 | $5,051-44.7% | $6,247-55.3% | $3,332-16.2% |
| Admin fee / account holder | $4,810 | $5,421-11.3% | $9,244-48.0% | $4,645+3.5% |