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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 | $147,807 | $60,119+145.9% | $90,430+63.4% | $79,858+85.1% |
| Participation rate | 25.0% | 65.0%-40.0pp | 72.7%-47.7pp | 69.6%-44.6pp |
| Annual return | 14.70% | 71.94%-57.2pp | 1293.73%-1279.0pp | 31.72%-17.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,316 | $2,938-55.2% | $3,963-66.8% | $3,740-64.8% |
| Admin fee / account holder | $43,095 | $3,976+983.9% | $5,613+667.7% | $5,306+712.2% |