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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 | $108,581 | $47,479+128.7% | $62,929+72.5% | $82,448+31.7% |
| Participation rate | 60.7% | 66.9%-6.2pp | 73.1%-12.4pp | 68.1%-7.4pp |
| Annual return | 13.18% | 20.34%-7.2pp | 1063.93%-1050.7pp | 41.64%-28.5pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,285 | $2,870+84.1% | $3,888+35.9% | $4,139+27.7% |
| Admin fee / account holder | $21,550 | $3,804+466.6% | $5,065+325.5% | $7,234+197.9% |