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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 | $50,812-52.6% | $155,602-84.5% | $77,692-69.0% |
| Participation rate | 59.7% | 63.1%-3.4pp | 78.2%-18.5pp | 70.6%-10.8pp |
| Annual return | 0.00% | 34.85%-34.9pp | 64.81%-64.8pp | 31.25%-31.3pp |
| Employer contribution / active EE | $2,675 | $1,989+34.5% | $4,675-42.8% | $2,726-1.9% |
| Participant deferral / active EE | $5,325 | $2,822+88.7% | $5,629-5.4% | $4,648+14.6% |
| Admin fee / account holder | $943 | $436+116.3% | $15,923-94.1% | $431+119.1% |