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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 | $185,470 | $51,638+259.2% | $129,406+43.3% | $80,959+129.1% |
| Participation rate | 19.4% | 56.9%-37.5pp | 69.6%-50.3pp | 67.7%-48.3pp |
| Annual return | 15.73% | 20.78%-5.1pp | 9468.18%-9452.5pp | 35.67%-19.9pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,568 | $2,670-41.3% | $4,167-62.4% | $4,300-63.5% |
| Admin fee / account holder | $3,212 | $4,313-25.5% | $7,689-58.2% | $6,925-53.6% |