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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 | $35,565 | $45,152-21.2% | $73,836-51.8% | $59,633-40.4% |
| Participation rate | 27.5% | 64.0%-36.6pp | 73.4%-46.0pp | 68.7%-41.2pp |
| Annual return | 0.51% | 27.40%-26.9pp | 2268.06%-2267.5pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $997 | $2,573-61.2% | $3,583-72.2% | $3,192-68.7% |
| Admin fee / account holder | $2,291 | $3,515-34.8% | $4,882-53.1% | $4,297-46.7% |