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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 | $36,632 | $45,152-18.9% | $73,836-50.4% | $59,633-38.6% |
| Participation rate | 55.6% | 64.0%-8.5pp | 73.4%-17.9pp | 68.7%-13.1pp |
| Annual return | 1.05% | 27.40%-26.4pp | 2268.06%-2267.0pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,079 | $2,573-19.2% | $3,583-42.0% | $3,192-34.9% |
| Admin fee / account holder | $10,520 | $3,515+199.3% | $4,882+115.5% | $4,297+144.8% |