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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 | $65,798 | $45,566+44.4% | $64,105+2.6% | $59,633+10.3% |
| Participation rate | 48.4% | 60.2%-11.8pp | 68.2%-19.8pp | 68.7%-20.3pp |
| Annual return | 1.01% | 4.95%-3.9pp | 791.24%-790.2pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,764 | $2,057+131.6% | $2,822+68.8% | $3,192+49.3% |
| Admin fee / account holder | $14,328 | $3,268+338.5% | $4,499+218.4% | $4,297+233.4% |