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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 | $104,385 | $59,467+75.5% | $93,727+11.4% | $74,478+40.2% |
| Participation rate | 33.9% | 59.6%-25.7pp | 68.7%-34.8pp | 67.2%-33.4pp |
| Annual return | 15.80% | 82.14%-66.3pp | 133.83%-118.0pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,670 | $3,052-45.3% | $4,417-62.2% | $4,350-61.6% |
| Admin fee / account holder | $3,601 | $3,028+18.9% | $8,292-56.6% | $1,946+85.1% |