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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 | $34,247 | $79,633-57.0% | $93,759-63.5% | $68,486-50.0% |
| Participation rate | 58.5% | 75.4%-16.9pp | 81.0%-22.5pp | 67.9%-9.4pp |
| Annual return | 5671.58% | -0.10%+5671.7pp | -11.33%+5682.9pp | -7.85%+5679.4pp |
| Employer contribution / active EE | $0 | $3,665-100.0% | $4,324-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,604 | $5,158-30.1% | $6,096-40.9% | $4,028-10.5% |
| Admin fee / account holder | $2,155 | $6,871-68.6% | $7,197-70.1% | $5,404-60.1% |