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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 | $54,986 | $27,943+96.8% | $58,507-6.0% | $75,177-26.9% |
| Participation rate | 60.5% | 38.8%+21.7pp | 50.9%+9.7pp | 67.2%-6.7pp |
| Annual return | 20.01% | 44.22%-24.2pp | 4252.32%-4232.3pp | 160.75%-140.7pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,310 | $1,202+92.2% | $1,922+20.2% | $4,126-44.0% |
| Admin fee / account holder | $5,719 | $1,727+231.1% | $2,486+130.0% | $5,651+1.2% |