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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 | $98,354 | $48,337+103.5% | $67,560+45.6% | $80,959+21.5% |
| Participation rate | 38.2% | 66.4%-28.3pp | 72.9%-34.8pp | 67.7%-29.5pp |
| Annual return | 11.53% | 18.26%-6.7pp | 3533.50%-3522.0pp | 35.67%-24.1pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,114 | $2,928-27.8% | $4,004-47.2% | $4,300-50.8% |
| Admin fee / account holder | $11,206 | $3,695+203.2% | $3,994+180.6% | $6,925+61.8% |