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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 | $55,381 | $45,566+21.5% | $64,105-13.6% | $59,633-7.1% |
| Participation rate | 37.8% | 60.2%-22.3pp | 68.2%-30.3pp | 68.7%-30.8pp |
| Annual return | 0.06% | 4.95%-4.9pp | 791.24%-791.2pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,989 | $2,057-3.3% | $2,822-29.5% | $3,192-37.7% |
| Admin fee / account holder | $7,768 | $3,268+137.7% | $4,499+72.7% | $4,297+80.8% |