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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 | $122,189 | $88,672+37.8% | $105,223+16.1% | $82,448+48.2% |
| Participation rate | 0.0% | 67.9%-67.9pp | 75.0%-75.0pp | 68.1%-68.1pp |
| Annual return | 17.26% | 30.86%-13.6pp | 180.65%-163.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $2,239 | $3,048-26.5% | $3,689-39.3% | $2,551-12.2% |
| Participant deferral / active EE | $5,968 | $4,036+47.9% | $5,072+17.7% | $4,139+44.2% |
| Admin fee / account holder | $20,713 | $7,146+189.8% | $8,859+133.8% | $7,234+186.3% |