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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 | $111,884 | $55,457+101.7% | $77,361+44.6% | $94,015+19.0% |
| Participation rate | 36.8% | 69.8%-33.0pp | 75.0%-38.2pp | 70.8%-34.0pp |
| Annual return | 10.19% | 15.57%-5.4pp | 1011.54%-1001.4pp | 17.84%-7.7pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,620 | $3,069-14.6% | $3,911-33.0% | $4,249-38.3% |
| Admin fee / account holder | $30,710 | $4,334+608.6% | $5,894+421.1% | $8,951+243.1% |