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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 | $113,729 | $60,128+89.1% | $90,440+25.8% | $79,852+42.4% |
| Participation rate | 22.2% | 65.0%-42.8pp | 72.7%-50.5pp | 69.6%-47.4pp |
| Annual return | 14.66% | 71.95%-57.3pp | 1294.38%-1279.7pp | 31.72%-17.1pp |
| Employer contribution / active EE | $1,190 | $2,068-42.5% | $3,263-63.5% | $2,471-51.9% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,869 | $3,977-2.7% | $5,615-31.1% | $5,306-27.1% |