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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 | $83,939 | $39,162+114.3% | $100,671-16.6% | $59,633+40.8% |
| Participation rate | 43.9% | 55.9%-11.9pp | 70.7%-26.8pp | 68.7%-24.7pp |
| Annual return | 1.03% | 21.07%-20.0pp | 20.43%-19.4pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,335 | $1,992+117.6% | $3,144+37.9% | $3,192+35.8% |
| Admin fee / account holder | $9,215 | $2,969+210.3% | $4,850+90.0% | $4,297+114.4% |