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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 | $114,727 | $68,880+66.6% | $120,580-4.9% | $80,959+41.7% |
| Participation rate | 33.3% | 61.7%-28.4pp | 72.0%-38.6pp | 67.7%-34.3pp |
| Annual return | 18.61% | 23.68%-5.1pp | 107.48%-88.9pp | 35.67%-17.1pp |
| Employer contribution / active EE | $0 | $2,066-100.0% | $3,469-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,288 | $3,191-28.3% | $4,995-54.2% | $4,300-46.8% |
| Admin fee / account holder | $40,085 | $5,785+592.9% | $9,418+325.6% | $6,925+478.8% |