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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 | $62,398 | $78,694-20.7% | $67,653-7.8% | $125,388-50.2% |
| Participation rate | 63.2% | 78.8%-15.6pp | 75.7%-12.5pp | 83.2%-20.0pp |
| Annual return | 0.19% | 9.46%-9.3pp | 6625.22%-6625.0pp | 282.24%-282.0pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,681 | $4,292-14.2% | $3,560+3.4% | $5,352-31.2% |
| Admin fee / account holder | $14,718 | $7,403+98.8% | $4,821+205.3% | $9,541+54.3% |