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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 | $36,806 | $72,177-49.0% | $115,038-68.0% | $59,633-38.3% |
| Participation rate | 67.4% | 72.6%-5.2pp | 81.4%-14.0pp | 68.7%-1.3pp |
| Annual return | 1.50% | 12.02%-10.5pp | 26.14%-24.6pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,299 | $4,783-10.1% | $6,026-28.7% | $3,192+34.7% |
| Admin fee / account holder | $5,632 | $4,927+14.3% | $8,175-31.1% | $4,297+31.1% |