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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 | $24,070 | $50,902-52.7% | $155,534-84.5% | $77,736-69.0% |
| Participation rate | 59.7% | 63.1%-3.3pp | 78.2%-18.5pp | 70.6%-10.8pp |
| Annual return | 0.00% | 34.85%-34.8pp | 64.92%-64.9pp | 31.26%-31.3pp |
| Employer contribution / active EE | $2,675 | $1,991+34.3% | $4,675-42.8% | $2,728-1.9% |
| Participant deferral / active EE | $5,325 | $2,824+88.6% | $5,630-5.4% | $4,651+14.5% |
| Admin fee / account holder | $943 | $437+115.9% | $15,900-94.1% | $433+117.7% |