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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 | $79,142 | $102,385-22.7% | $147,080-46.2% | $80,935-2.2% |
| Participation rate | 41.8% | 75.9%-34.1pp | 82.2%-40.4pp | 67.7%-25.8pp |
| Annual return | 12.71% | 135.09%-122.4pp | 420.17%-407.5pp | 35.66%-22.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,990 | $6,651-55.0% | $8,066-62.9% | $4,299-30.4% |
| Admin fee / account holder | $33,106 | $7,951+316.4% | $12,989+154.9% | $6,924+378.1% |