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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 | $112,629 | $57,590+95.6% | $86,233+30.6% | $82,448+36.6% |
| Participation rate | 11.6% | 57.9%-46.2pp | 69.0%-57.4pp | 68.1%-56.4pp |
| Annual return | 18.01% | 22.41%-4.4pp | 61.39%-43.4pp | 41.64%-23.6pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,561 | $3,080-16.9% | $4,559-43.8% | $4,139-38.1% |
| Admin fee / account holder | $34,693 | $4,730+633.4% | $8,342+315.9% | $7,234+379.6% |