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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 | $133,336 | $109,872+21.4% | $98,483+35.4% | $167,536-20.4% |
| Participation rate | 47.4% | 75.8%-28.5pp | 73.3%-26.0pp | 82.1%-34.7pp |
| Annual return | 18.74% | 1959.31%-1940.6pp | 1494.38%-1475.6pp | 478.82%-460.1pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,232 | $4,673-30.9% | $4,276-24.4% | $6,342-49.0% |
| Admin fee / account holder | $41,178 | $6,757+509.4% | $5,953+591.7% | $12,315+234.4% |