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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 | $88,019 | $45,152+94.9% | $73,836+19.2% | $59,633+47.6% |
| Participation rate | 54.7% | 64.0%-9.3pp | 73.4%-18.7pp | 68.7%-13.9pp |
| Annual return | -0.84% | 27.40%-28.2pp | 2268.06%-2268.9pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,432 | $2,573+72.2% | $3,583+23.7% | $3,192+38.9% |
| Admin fee / account holder | $8,260 | $3,515+135.0% | $4,882+69.2% | $4,297+92.2% |