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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 | $47,520 | $39,162+21.3% | $100,671-52.8% | $59,633-20.3% |
| Participation rate | 52.5% | 55.9%-3.3pp | 70.7%-18.2pp | 68.7%-16.1pp |
| Annual return | -0.04% | 21.07%-21.1pp | 20.43%-20.5pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $2,942 | $1,151+155.7% | $4,012-26.7% | $2,203+33.5% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $3,144-100.0% | $3,192-100.0% |
| Admin fee / account holder | $397 | $2,969-86.6% | $4,850-91.8% | $4,297-90.8% |