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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 | $112,404 | $48,327+132.6% | $67,575+66.3% | $80,935+38.9% |
| Participation rate | 41.7% | 66.4%-24.7pp | 72.9%-31.2pp | 67.7%-26.0pp |
| Annual return | 18.03% | 18.31%-0.3pp | 3528.98%-3510.9pp | 35.66%-17.6pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,614 | $2,927-10.7% | $4,003-34.7% | $4,299-39.2% |
| Admin fee / account holder | $5,243 | $3,692+42.0% | $3,993+31.3% | $6,924-24.3% |