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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 | $49,916 | $52,678-5.2% | $75,784-34.1% | $59,633-16.3% |
| Participation rate | 29.3% | 67.2%-38.0pp | 75.8%-46.6pp | 68.7%-39.4pp |
| Annual return | 0.32% | 2.95%-2.6pp | 9.68%-9.4pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $1,216 | $2,193-44.5% | $3,323-63.4% | $2,203-44.8% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $10,417 | $3,610+188.6% | $5,300+96.6% | $4,297+142.4% |