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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 | $48,314+103.6% | $67,561+45.6% | $80,925+21.5% |
| Participation rate | 38.2% | 66.4%-28.2pp | 72.9%-34.7pp | 67.7%-29.5pp |
| Annual return | 11.53% | 18.28%-6.8pp | 3525.44%-3513.9pp | 35.65%-24.1pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,114 | $2,927-27.7% | $4,003-47.2% | $4,299-50.8% |
| Admin fee / account holder | $11,206 | $3,690+203.7% | $4,006+179.8% | $6,940+61.5% |