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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 | $84,793 | $51,184+65.7% | $66,439+27.6% | $86,983-2.5% |
| Participation rate | 50.6% | 68.5%-17.8pp | 74.5%-23.8pp | 69.5%-18.9pp |
| Annual return | 14.57% | 17.07%-2.5pp | 757.66%-743.1pp | 25.83%-11.3pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,826 | $2,927+30.7% | $3,876-1.3% | $4,194-8.8% |
| Admin fee / account holder | $10,330 | $4,154+148.7% | $6,173+67.3% | $7,856+31.5% |