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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 | $89,275 | $64,324+38.8% | $118,946-24.9% | $79,858+11.8% |
| Participation rate | 25.4% | 64.9%-39.5pp | 75.4%-50.0pp | 69.6%-44.3pp |
| Annual return | 0.00% | 86.45%-86.4pp | 35.89%-35.9pp | 31.72%-31.7pp |
| Employer contribution / active EE | $837 | $1,836-54.4% | $3,263-74.3% | $2,471-66.1% |
| Participant deferral / active EE | $1,825 | $2,824-35.4% | $4,266-57.2% | $3,740-51.2% |
| Admin fee / account holder | $351 | $4,040-91.3% | $6,581-94.7% | $5,306-93.4% |