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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 | $63,866 | $39,162+63.1% | $100,671-36.6% | $59,633+7.1% |
| Participation rate | 50.0% | 55.9%-5.9pp | 70.7%-20.7pp | 68.7%-18.7pp |
| Annual return | -2.14% | 21.07%-23.2pp | 20.43%-22.6pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,985 | $1,992+150.2% | $3,144+58.6% | $3,192+56.2% |
| Admin fee / account holder | $6,247 | $2,969+110.4% | $4,850+28.8% | $4,297+45.4% |