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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 | $45,296 | $72,177-37.2% | $115,038-60.6% | $59,633-24.0% |
| Participation rate | 62.1% | 72.6%-10.5pp | 81.4%-19.3pp | 68.7%-6.6pp |
| Annual return | 2.53% | 12.02%-9.5pp | 26.14%-23.6pp | 2041.45%-2038.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,211 | $4,783+29.9% | $6,026+3.1% | $3,192+94.6% |
| Admin fee / account holder | $1,266 | $4,927-74.3% | $8,175-84.5% | $4,297-70.5% |