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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 | $60,222 | $50,898+18.3% | $171,082-64.8% | $55,167+9.2% |
| Participation rate | 42.2% | 63.3%-21.1pp | 76.7%-34.5pp | 69.0%-26.8pp |
| Annual return | 218.07% | 15.34%+202.7pp | 32.56%+185.5pp | 169.23%+48.8pp |
| Employer contribution / active EE | $0 | $1,433-100.0% | $4,002-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,773 | $2,994-40.8% | $4,797-63.0% | $3,054-41.9% |
| Admin fee / account holder | $1,958 | $500+292.0% | $8,520-77.0% | $504+288.6% |