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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 | $48,337+118.3% | $67,560+56.2% | $80,959+30.3% |
| Participation rate | 42.3% | 66.4%-24.2pp | 72.9%-30.7pp | 67.7%-25.4pp |
| Annual return | 13.07% | 18.26%-5.2pp | 3533.50%-3520.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,927 | $2,928-0.1% | $4,004-26.9% | $4,300-31.9% |
| Admin fee / account holder | $16,070 | $3,695+334.8% | $3,994+302.4% | $6,925+132.0% |