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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 | $93,974 | $51,184+83.6% | $66,439+41.4% | $86,983+8.0% |
| Participation rate | 32.6% | 68.5%-35.9pp | 74.5%-41.9pp | 69.5%-36.9pp |
| Annual return | 15.77% | 17.07%-1.3pp | 757.66%-741.9pp | 25.83%-10.1pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,930 | $2,927-34.1% | $3,876-50.2% | $4,194-54.0% |
| Admin fee / account holder | $4,020 | $4,154-3.2% | $6,173-34.9% | $7,856-48.8% |