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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 | $61,862 | $45,152+37.0% | $73,843-16.2% | $59,632+3.7% |
| Participation rate | 39.3% | 64.0%-24.7pp | 73.4%-34.2pp | 68.7%-29.4pp |
| Annual return | 0.08% | 27.40%-27.3pp | 2267.91%-2267.8pp | 2041.32%-2041.2pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,014 | $2,574+17.1% | $3,583-15.9% | $3,192-5.6% |
| Admin fee / account holder | $498 | $3,516-85.8% | $4,880-89.8% | $4,297-88.4% |