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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 | $93,969 | $79,223+18.6% | $102,460-8.3% | $74,478+26.2% |
| Participation rate | 43.6% | 74.8%-31.2pp | 76.5%-32.9pp | 67.2%-23.7pp |
| Annual return | 15.65% | 54.98%-39.3pp | 29.47%-13.8pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $1,852 | $2,363-21.6% | $3,025-38.8% | $2,626-29.5% |
| Participant deferral / active EE | $3,655 | $4,417-17.2% | $5,056-27.7% | $4,350-16.0% |
| Admin fee / account holder | $18,250 | $2,003+811.1% | $9,460+92.9% | $1,946+837.9% |