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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 | $105,529 | $48,277+118.6% | $67,511+56.3% | $80,874+30.5% |
| Participation rate | 42.3% | 66.4%-24.1pp | 72.9%-30.6pp | 67.6%-25.4pp |
| Annual return | 13.07% | 18.27%-5.2pp | 3517.41%-3504.3pp | 35.62%-22.5pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,927 | $2,9260% | $4,000-26.8% | $4,297-31.9% |
| Admin fee / account holder | $16,070 | $3,687+335.8% | $3,999+301.9% | $6,935+131.7% |