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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 | $62,158 | $52,450+18.5% | $129,384-52.0% | $74,459-16.5% |
| Participation rate | 16.3% | 53.8%-37.6pp | 69.6%-53.4pp | 67.2%-50.9pp |
| Annual return | 14.21% | 15.65%-1.4pp | 9461.77%-9447.6pp | 1369.70%-1355.5pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,153-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,133 | $2,797-59.5% | $4,166-72.8% | $4,350-74.0% |
| Admin fee / account holder | $6,735 | $2,636+155.5% | $7,686-12.4% | $1,945+246.3% |