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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 | $60,139+145.8% | $90,461+63.4% | $79,856+85.1% |
| Participation rate | 25.0% | 65.0%-40.0pp | 72.7%-47.7pp | 69.6%-44.6pp |
| Annual return | 14.70% | 71.96%-57.3pp | 1294.76%-1280.1pp | 31.71%-17.0pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,316 | $2,939-55.2% | $3,964-66.8% | $3,741-64.8% |
| Admin fee / account holder | $43,095 | $3,978+983.3% | $5,617+667.3% | $5,306+712.1% |