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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 | $188,194 | $58,275+222.9% | $81,844+129.9% | $80,935+132.5% |
| Participation rate | 31.3% | 63.5%-32.1pp | 72.4%-41.0pp | 67.7%-36.3pp |
| Annual return | 12.22% | 41.82%-29.6pp | 778.87%-766.6pp | 35.66%-23.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,778 | $3,285+15.0% | $4,323-12.6% | $4,299-12.1% |
| Admin fee / account holder | $36,039 | $4,749+658.9% | $7,355+390.0% | $6,924+420.5% |