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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 | $90,086 | $45,566+97.7% | $64,105+40.5% | $59,633+51.1% |
| Participation rate | 42.2% | 60.2%-17.9pp | 68.2%-25.9pp | 68.7%-26.4pp |
| Annual return | -0.27% | 4.95%-5.2pp | 791.24%-791.5pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,355 | $2,057+14.5% | $2,822-16.6% | $3,192-26.2% |
| Admin fee / account holder | $561 | $3,268-82.8% | $4,499-87.5% | $4,297-86.9% |