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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 | $105,643 | $69,518+52.0% | $59,887+76.4% | $135,379-22.0% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.7%-41.4pp | 82.6%-49.3pp |
| Annual return | 1.68% | 7.95%-6.3pp | 3.46%-1.8pp | 519.79%-518.1pp |
| Employer contribution / active EE | $601 | $3,235-81.4% | $2,722-77.9% | $4,779-87.4% |
| Participant deferral / active EE | $0 | $4,204-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,962 | $5,734-13.5% | $3,591+38.2% | $10,828-54.2% |