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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 | $54,803 | $109,782-50.1% | $260,467-79.0% | $94,015-41.7% |
| Participation rate | 60.6% | 67.2%-6.6pp | 80.5%-19.8pp | 70.8%-10.2pp |
| Annual return | 0.00% | 18.60%-18.6pp | 100.60%-100.6pp | 17.84%-17.8pp |
| Employer contribution / active EE | $2,017 | $2,147-6.0% | $4,239-52.4% | $2,790-27.7% |
| Participant deferral / active EE | $1,842 | $4,044-54.5% | $6,319-70.9% | $4,249-56.7% |
| Admin fee / account holder | $441 | $11,958-96.3% | $15,461-97.1% | $8,951-95.1% |