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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 | $229,130 | $56,197+307.7% | $67,652+238.7% | $59,633+284.2% |
| Participation rate | 34.5% | 71.5%-37.0pp | 75.7%-41.2pp | 68.7%-34.2pp |
| Annual return | 0.48% | 18508.10%-18507.6pp | 6625.40%-6624.9pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,430 | $2,844+20.6% | $3,560-3.7% | $3,192+7.5% |
| Admin fee / account holder | $810 | $3,958-79.5% | $4,821-83.2% | $4,297-81.1% |