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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 | $140,795 | $69,248+103.3% | $64,101+119.6% | $139,466+1.0% |
| Participation rate | 36.4% | 75.6%-39.2pp | 72.3%-35.9pp | 80.3%-44.0pp |
| Annual return | 12.12% | 45.95%-33.8pp | 33.72%-21.6pp | 373.66%-361.5pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,521 | $4,682-67.5% | $3,881-60.8% | $6,712-77.3% |
| Admin fee / account holder | $55,175 | $4,247+1199.0% | $3,070+1697.1% | $11,409+383.6% |