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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 | $74,419 | $75,832-1.9% | $147,617-49.6% | $59,633+24.8% |
| Participation rate | 45.3% | 71.6%-26.2pp | 84.6%-39.3pp | 68.7%-23.3pp |
| Annual return | 0.97% | 0.37%+0.6pp | 61.98%-61.0pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,961 | $3,131+26.5% | $4,895-19.1% | $3,192+24.1% |
| Admin fee / account holder | $5,458 | $5,986-8.8% | $11,612-53.0% | $4,297+27.0% |