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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 | $63,054 | $41,854+50.7% | $73,836-14.6% | $52,331+20.5% |
| Participation rate | 39.0% | 66.2%-27.2pp | 73.4%-34.4pp | 68.1%-29.1pp |
| Annual return | -0.48% | 2.11%-2.6pp | 2268.06%-2268.5pp | 4.54%-5.0pp |
| Employer contribution / active EE | $365 | $1,920-81.0% | $2,787-86.9% | $1,882-80.6% |
| Participant deferral / active EE | $1,039 | $2,498-58.4% | $3,583-71.0% | $3,022-65.6% |
| Admin fee / account holder | $8,668 | $493+1659.6% | $4,882+77.6% | $592+1365.3% |