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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 | $60,108 | $90,486-33.6% | $78,676-23.6% | $273,972-78.1% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 4.43% | 75.62%-71.2pp | 62.19%-57.8pp | 41.46%-37.0pp |
| Employer contribution / active EE | $2,000 | $3,175-37.0% | $2,850-29.8% | $4,869-58.9% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $105,039 | $5,263+1895.7% | $4,510+2229.0% | $10,133+936.6% |