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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 | $54,776 | $45,152+21.3% | $73,843-25.8% | $59,632-8.1% |
| Participation rate | 50.0% | 64.0%-14.0pp | 73.4%-23.4pp | 68.7%-18.7pp |
| Annual return | 1.06% | 27.40%-26.3pp | 2267.91%-2266.9pp | 2041.32%-2040.3pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,509 | $2,574+75.2% | $3,583+25.8% | $3,192+41.3% |
| Admin fee / account holder | $21,998 | $3,516+525.6% | $4,880+350.8% | $4,297+411.9% |