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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 | $72,708 | $39,036+86.3% | $80,784-10.0% | $85,851-15.3% |
| Participation rate | 51.3% | 41.6%+9.7pp | 54.2%-2.9pp | 69.3%-18.0pp |
| Annual return | 19.15% | 26.31%-7.2pp | 87.31%-68.2pp | 318.63%-299.5pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,837 | $1,326+38.5% | $2,145-14.4% | $3,952-53.5% |
| Admin fee / account holder | $3,977 | $2,429+63.7% | $3,380+17.6% | $6,261-36.5% |