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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 | $91,242 | $78,694+15.9% | $67,652+34.9% | $125,389-27.2% |
| Participation rate | 50.0% | 78.8%-28.8pp | 75.7%-25.7pp | 83.2%-33.2pp |
| Annual return | 0.57% | 9.46%-8.9pp | 6625.40%-6624.8pp | 282.24%-281.7pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,685 | $4,292-60.7% | $3,560-52.7% | $5,352-68.5% |
| Admin fee / account holder | $6,555 | $7,403-11.5% | $4,821+36.0% | $9,541-31.3% |