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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 | $90,901 | $63,346+43.5% | $92,240-1.5% | $70,126+29.6% |
| Participation rate | 34.2% | 68.7%-34.4pp | 76.5%-42.2pp | 69.5%-35.3pp |
| Annual return | 15.20% | 530.19%-515.0pp | 176.29%-161.1pp | 73.15%-57.9pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,408 | $2,854+19.4% | $3,897-12.6% | $3,332+2.3% |
| Admin fee / account holder | $8,204 | $3,841+113.6% | $5,194+58.0% | $4,645+76.6% |