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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 | $78,299 | $95,664-18.2% | $76,902+1.8% | $139,487-43.9% |
| Participation rate | 23.8% | 74.0%-50.2pp | 69.6%-45.8pp | 80.3%-56.5pp |
| Annual return | 14.99% | 55.03%-40.0pp | 37.91%-22.9pp | 373.84%-358.9pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,534-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,320 | $4,626-71.5% | $3,833-65.6% | $6,713-80.3% |
| Admin fee / account holder | $12,606 | $8,311+51.7% | $5,479+130.1% | $11,407+10.5% |