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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 | $48,011+76.6% | $63,803+32.9% | $82,637+2.6% |
| Participation rate | 50.6% | 66.6%-15.9pp | 72.7%-22.1pp | 68.1%-17.4pp |
| Annual return | 14.57% | 19.84%-5.3pp | 543.72%-529.2pp | 53.51%-38.9pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,826 | $2,846+34.4% | $3,843-0.5% | $4,126-7.3% |
| Admin fee / account holder | $10,330 | $3,873+166.7% | $5,196+98.8% | $7,339+40.8% |