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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 | $71,606 | $55,470+29.1% | $155,556-54.0% | $74,478-3.9% |
| Participation rate | 22.9% | 61.9%-39.0pp | 78.2%-55.3pp | 67.2%-44.3pp |
| Annual return | 0.00% | 269.80%-269.8pp | 64.84%-64.8pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $1,027 | $2,267-54.7% | $4,675-78.0% | $2,626-60.9% |
| Participant deferral / active EE | $943 | $2,838-66.8% | $5,631-83.3% | $4,350-78.3% |
| Admin fee / account holder | $1,852 | $1,744+6.2% | $15,885-88.3% | $1,946-4.8% |