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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 | $93,102 | $45,152+106.2% | $73,836+26.1% | $59,633+56.1% |
| Participation rate | 54.7% | 64.0%-9.3pp | 73.4%-18.7pp | 68.7%-13.9pp |
| Annual return | -0.30% | 27.40%-27.7pp | 2268.06%-2268.4pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $842 | $1,901-55.7% | $2,787-69.8% | $2,203-61.8% |
| Participant deferral / active EE | $1,930 | $2,573-25.0% | $3,583-46.1% | $3,192-39.5% |
| Admin fee / account holder | $6,614 | $3,515+88.2% | $4,882+35.5% | $4,297+53.9% |