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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 | $120,136 | $35,183+241.5% | $73,550+63.3% | $70,126+71.3% |
| Participation rate | 6.8% | 42.9%-36.1pp | 54.9%-48.1pp | 69.5%-62.7pp |
| Annual return | 19.24% | 26.90%-7.7pp | -15.16%+34.4pp | 73.15%-53.9pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $990 | $1,220-18.8% | $1,804-45.1% | $3,332-70.3% |
| Admin fee / account holder | $76,876 | $2,302+3239.3% | $2,320+3214.0% | $4,645+1554.9% |