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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 | $70,893 | $58,726+20.7% | $142,898-50.4% | $85,847-17.4% |
| Participation rate | 64.1% | 58.5%+5.6pp | 72.0%-7.9pp | 69.3%-5.2pp |
| Annual return | 15.47% | 27.73%-12.3pp | 5639.64%-5624.2pp | 318.61%-303.1pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,932 | $2,609+165.7% | $3,838+80.6% | $3,952+75.4% |
| Admin fee / account holder | $4,708 | $4,234+11.2% | $6,560-28.2% | $6,261-24.8% |