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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 | $82,304 | $54,717+50.4% | $86,216-4.5% | $71,511+15.1% |
| Participation rate | 40.0% | 60.1%-20.1pp | 69.0%-29.0pp | 67.9%-27.9pp |
| Annual return | 17.45% | 20.07%-2.6pp | 1169.42%-1152.0pp | 28.86%-11.4pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,382-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,841 | $3,110-40.8% | $3,986-53.8% | $4,291-57.1% |
| Admin fee / account holder | $7,070 | $1,922+267.8% | $6,853+3.2% | $1,588+345.1% |