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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 | $134,890 | $78,682+71.4% | $109,188+23.5% | $85,851+57.1% |
| Participation rate | 37.5% | 68.3%-30.8pp | 75.9%-38.4pp | 69.3%-31.8pp |
| Annual return | 12.84% | 25.09%-12.3pp | 25.76%-12.9pp | 318.63%-305.8pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,041 | $3,468-41.1% | $4,654-56.1% | $3,952-48.4% |
| Admin fee / account holder | $33,736 | $5,470+516.8% | $6,755+399.4% | $6,261+438.8% |