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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 | $186,559 | $79,181+135.6% | $102,423+82.1% | $74,429+150.7% |
| Participation rate | 43.4% | 74.8%-31.4pp | 76.5%-33.1pp | 67.2%-23.8pp |
| Annual return | 15.72% | 54.97%-39.2pp | 29.42%-13.7pp | 1368.38%-1352.7pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $3,590 | $4,416-18.7% | $5,054-29.0% | $4,348-17.4% |
| Admin fee / account holder | $36,652 | $2,002+1731.0% | $9,455+287.7% | $1,944+1785.1% |