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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 | $118,131 | $100,147+18.0% | $81,286+45.3% | $145,877-19.0% |
| Participation rate | 29.4% | 74.2%-44.8pp | 69.5%-40.1pp | 80.3%-50.9pp |
| Annual return | 20.96% | 34.44%-13.5pp | 24.80%-3.8pp | 551.28%-530.3pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $909 | $4,607-80.3% | $3,883-76.6% | $6,691-86.4% |
| Admin fee / account holder | $6,939 | $8,201-15.4% | $5,764+20.4% | $13,402-48.2% |