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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 | $70,130 | $46,360+51.3% | $147,617-52.5% | $52,331+34.0% |
| Participation rate | 42.5% | 64.9%-22.5pp | 84.6%-42.2pp | 68.1%-25.7pp |
| Annual return | 2.48% | 1.62%+0.9pp | 61.98%-59.5pp | 4.54%-2.1pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,010 | $2,258-55.3% | $4,895-79.4% | $3,022-66.6% |
| Admin fee / account holder | $2,356 | $766+207.6% | $11,612-79.7% | $592+298.2% |