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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 | $95,700 | $47,479+101.6% | $62,929+52.1% | $82,448+16.1% |
| Participation rate | 35.7% | 66.9%-31.2pp | 73.1%-37.4pp | 68.1%-32.4pp |
| Annual return | 14.15% | 20.34%-6.2pp | 1063.93%-1049.8pp | 41.64%-27.5pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,052 | $2,870-28.5% | $3,888-47.2% | $4,139-50.4% |
| Admin fee / account holder | $12,396 | $3,804+225.9% | $5,065+144.8% | $7,234+71.3% |