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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 | $56,733 | $51,642+9.9% | $129,384-56.2% | $80,935-29.9% |
| Participation rate | 50.0% | 56.9%-6.9pp | 69.6%-19.6pp | 67.7%-17.7pp |
| Annual return | 0.00% | 20.78%-20.8pp | 9461.77%-9461.8pp | 35.66%-35.7pp |
| Employer contribution / active EE | $773 | $1,583-51.2% | $4,153-81.4% | $2,757-72.0% |
| Participant deferral / active EE | $1,946 | $2,670-27.1% | $4,166-53.3% | $4,299-54.7% |
| Admin fee / account holder | $435 | $4,312-89.9% | $7,686-94.3% | $6,924-93.7% |