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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 | $67,719 | $45,152+50.0% | $73,835-8.3% | $59,633+13.6% |
| Participation rate | 33.3% | 64.0%-30.7pp | 73.4%-40.1pp | 68.7%-35.3pp |
| Annual return | 1.31% | 27.40%-26.1pp | 2268.13%-2266.8pp | 2041.40%-2040.1pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,081 | $2,573-19.1% | $3,583-41.9% | $3,192-34.8% |
| Admin fee / account holder | $859 | $3,515-75.6% | $4,880-82.4% | $4,297-80.0% |