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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 | $91,435 | $53,583+70.6% | $114,563-20.2% | $64,340+42.1% |
| Participation rate | 55.5% | 47.4%+8.1pp | 72.9%-17.4pp | 55.2%+0.3pp |
| Annual return | 14.78% | 24.51%-9.7pp | 241.09%-226.3pp | 24.14%-9.4pp |
| Employer contribution / active EE | $0 | $1,087-100.0% | $2,592-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $6,397 | $2,134+199.8% | $4,142+54.4% | $2,980+114.6% |
| Admin fee / account holder | $4,807 | $3,206+50.0% | $7,623-36.9% | $3,703+29.8% |