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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 | $73,399 | $65,423+12.2% | $98,477-25.5% | $85,856-14.5% |
| Participation rate | 51.9% | 65.0%-13.2pp | 73.3%-21.5pp | 69.3%-17.5pp |
| Annual return | 31.53% | 21.76%+9.8pp | 1493.59%-1462.1pp | 318.58%-287.1pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,585 | $3,167-18.4% | $4,276-39.5% | $3,952-34.6% |
| Admin fee / account holder | $10,104 | $4,594+120.0% | $5,951+69.8% | $6,261+61.4% |