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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 | $84,949 | $57,305+48.2% | $86,640-2.0% | $75,173+13.0% |
| Participation rate | 36.4% | 63.2%-26.8pp | 71.7%-35.3pp | 67.2%-30.8pp |
| Annual return | 15.59% | 2674.24%-2658.7pp | 592.52%-576.9pp | 160.72%-145.1pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,063 | $3,320-7.7% | $4,438-31.0% | $4,126-25.8% |
| Admin fee / account holder | $2,161 | $4,116-47.5% | $5,616-61.5% | $5,651-61.8% |