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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 | $131,240 | $47,944+173.7% | $67,834+93.5% | $62,881+108.7% |
| Participation rate | 7.7% | 61.1%-53.4pp | 68.8%-61.1pp | 69.3%-61.6pp |
| Annual return | 4.65% | 11.77%-7.1pp | 138.47%-133.8pp | 20.14%-15.5pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $939 | $2,247-58.2% | $3,160-70.3% | $3,203-70.7% |
| Admin fee / account holder | $1,799 | $3,712-51.5% | $4,622-61.1% | $4,296-58.1% |